Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$234K Hold
2025
Q1
$235K Hold
2024
Q4
$290K Hold
2024
Q3
$288K Hold
2024
Q2
$448K Buy
2024
Q1
$299K Hold
2023
Q4
$441K Buy
2023
Q3
$184K Hold
2023
Q2
$245K Hold
2023
Q1
$232K Hold
2022
Q4
$185K Sell
2022
Q3
$2.22M Buy
2022
Q2
$802K Sell
2022
Q1
$2.52M Buy
2021
Q4
$2.32M Buy
2021
Q3
$2.42M Sell
2021
Q2
$2.53M Buy
2021
Q1
$1.73M Sell
2020
Q4
$2.07M Buy