Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$215K Hold
2024
Q4
$262K Hold
2024
Q3
$257K Hold
2024
Q2
$237K Hold
2024
Q1
$218K Buy
2023
Q4
$231K Hold
2023
Q3
$207K Buy
2022
Q2
Sell
2022
Q1
$2.91M Hold
2021
Q4
$3.12M Hold
2021
Q3
$2.34M Hold
2021
Q2
$2.48M Buy
2021
Q1
$2.75M Hold
2020
Q4
$2.92M Hold
2020
Q3
$2.2M Buy
2020
Q2
$1.17M Hold
2020
Q1
$1.18M Buy