Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$603K Hold
2025
Q1
$743K Hold
2024
Q4
$873K Hold
2024
Q3
$855K Hold
2024
Q2
$755K Buy
2024
Q1
$628K Sell
2023
Q4
$2.25M Sell
2023
Q3
$2.03M Hold
2023
Q2
$2.18M Buy
2023
Q1
$456K Buy
2022
Q4
$386K Hold
2022
Q3
$297K Hold
2022
Q2
$237K Hold
2022
Q1
$284K Hold
2021
Q4
$287K Buy
2021
Q3
$170K Hold
2021
Q2
$180K Hold
2021
Q1
$207K Hold
2020
Q4
$218K Buy