Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$296K Hold
2025
Q1
$130K Hold
2024
Q4
$157K Hold
2024
Q3
$158K Hold
2024
Q2
$145K Hold
2024
Q1
$152K Hold
2023
Q4
$186K Hold
2023
Q3
$158K Sell
2023
Q2
$168K Hold
2023
Q1
$160K Hold
2022
Q4
$276K Hold
2022
Q3
$528K Hold
2022
Q2
$839K Hold
2022
Q1
$2.2M Hold
2021
Q4
$1.32M Buy
2021
Q3
$2.76M Buy