Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.07M Hold
2025
Q1
$1.02M Buy
2024
Q4
$183K Sell
2024
Q3
$954K Sell
2024
Q2
$1.07M Buy
2024
Q1
$130K Buy
2023
Q4
$115K Buy
2023
Q3
$97.9K Buy
2023
Q1
Sell
2022
Q4
$5K Hold
2022
Q3
$5K Buy
2021
Q1
Sell
2020
Q4
$55K Hold
2020
Q3
$51K Hold
2020
Q2
$44K Hold
2020
Q1
$41K Hold
2019
Q4
$43K Buy