Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.04M Hold
2025
Q1
$2.35M Buy
2024
Q4
$355K Sell
2024
Q3
$490K Buy
2024
Q2
$393K Hold
2024
Q1
$407K Sell
2023
Q4
$1.23M Sell
2023
Q3
$1.63M Buy
2023
Q2
$1.32M Buy
2023
Q1
$490K Buy
2022
Q2
Sell
2022
Q1
$204K Sell
2021
Q4
$316K Buy
2021
Q3
Sell
2021
Q2
$441K Sell
2021
Q1
$703K Buy
2020
Q4
$295K Buy