Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.8M Sell
2025
Q1
$2.21M Hold
2024
Q4
$1.93M Buy
2022
Q2
Sell
2022
Q1
$161K Sell
2021
Q4
$256K Hold
2021
Q3
$256K Hold
2021
Q2
$267K Hold
2021
Q1
$239K Hold
2020
Q4
$247K Buy
2020
Q3
$221K Hold
2020
Q2
$239K Buy
2020
Q1
$45K Hold
2019
Q4
$56K Hold
2019
Q3
$51K Buy