Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.94M Buy
2025
Q1
$1.28M Sell
2024
Q4
$2.6M Buy
2024
Q3
$345K Hold
2024
Q2
$295K Hold
2024
Q1
$320K Buy
2023
Q2
Sell
2023
Q1
$2.34M Sell
2022
Q4
$2.72M Buy
2022
Q3
$2.1M Buy
2022
Q2
$413K Sell
2022
Q1
$2.96M Buy
2021
Q4
$305K Sell
2021
Q3
$1.77M Sell
2021
Q2
$1.99M Buy
2021
Q1
$703K Buy
2020
Q4
$448K Buy