Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$407K Sell
2025
Q1
$674K Buy
2024
Q4
$325K Hold
2024
Q3
$307K Hold
2024
Q2
$386K Buy
2024
Q1
$411K Hold
2023
Q4
$356K Buy
2023
Q3
$232K Sell
2023
Q2
$278K Hold
2023
Q1
$346K Sell
2022
Q4
$374K Buy
2022
Q3
$280K Buy
2022
Q2
$386K Sell
2022
Q1
$1.48M Buy
2021
Q4
$1.86M Buy
2021
Q3
$1.21M Buy
2021
Q2
$1.21M Buy
2021
Q1
$714K Sell
2020
Q4
$1.07M Buy