Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$767K Sell
2025
Q1
$1.59M Buy
2024
Q4
$1.92M Hold
2024
Q3
$960K Hold
2024
Q2
$910K Sell
2024
Q1
$1.14M Sell
2023
Q4
$1.29M Sell
2023
Q3
$1.64M Sell
2023
Q2
$2.2M Hold
2023
Q1
$1.63M Hold
2022
Q4
$1.36M Hold
2022
Q3
$920K Hold
2022
Q2
$483K Hold
2022
Q1
$715K Hold
2021
Q4
$566K Hold
2021
Q3
$690K Hold
2021
Q2
$693K Buy