Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$246K Hold
2025
Q1
$216K Hold
2024
Q4
$332K Hold
2024
Q3
$820K Hold
2024
Q2
$798K Hold
2024
Q1
$1.06M Hold
2023
Q4
$1.4M Hold
2023
Q3
$1.14M Hold
2023
Q2
$1.06M Hold
2023
Q1
$1.09M Hold
2022
Q4
$1.62M Hold
2022
Q3
$1.66M Hold
2022
Q2
$1.79M Hold
2022
Q1
$2.51M Hold
2021
Q4
$3.63M Hold
2021
Q3
$4.01M Hold
2021
Q2
$3.66M Hold
2021
Q1
$3.54M Hold
2020
Q4
$2.66M Hold
2020
Q3
$1.85M Hold
2020
Q2
$4.3M Hold
2020
Q1
$4.24M Hold
2019
Q4
$3.03M Sell
2019
Q3
$2.85M Sell
2019
Q2
$22.3M Hold
2019
Q1
$22M Buy