Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$572K Buy
2025
Q1
$496K Hold
2024
Q4
$649K Sell
2024
Q3
$601K Buy
2024
Q2
$429K Sell
2024
Q1
$2.12M Buy
2023
Q4
$1.92M Buy
2023
Q3
$1.78M Buy
2023
Q2
$1.66M Buy
2023
Q1
$1.8M Buy
2022
Q4
$1.23M Buy
2022
Q3
$1.4M Buy
2022
Q2
$1.13M Buy
2022
Q1
$1.07M Buy
2021
Q4
$1.54M Hold
2021
Q3
$1.54M Sell
2021
Q2
$1.89M Buy
2021
Q1
$1.48M Buy