Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.45M Sell
2025
Q1
$1.2M Sell
2024
Q4
$1.28M Buy
2024
Q3
$1.49M Buy
2024
Q2
$1.42M Sell
2024
Q1
$1.36M Sell
2023
Q4
$1.38M Hold
2023
Q3
$1.07M Buy
2023
Q2
$673K Buy
2023
Q1
$474K Hold
2022
Q4
$380K Hold
2022
Q3
$289K Buy
2022
Q2
$325K Buy
2022
Q1
$445K Hold
2021
Q4
$530K Hold
2021
Q3
$497K Sell
2021
Q2
$467K Buy
2021
Q1
$401K Hold
2020
Q4
$317K Buy