Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-269,675
Closed -$2.47M 79
2025
Q1
$2.47M Hold
269,675
0.66% 17
2024
Q4
$1.8M Hold
269,675
0.45% 23
2024
Q3
$2.71M Hold
269,675
0.73% 18
2024
Q2
$4.21M Hold
269,675
1.25% 15
2024
Q1
$5.91M Hold
269,675
1.47% 15
2023
Q4
$5.22M Hold
269,675
1.16% 13
2023
Q3
$4.98M Hold
269,675
1.23% 16
2023
Q2
$4.98M Hold
269,675
1.01% 20
2023
Q1
$7.81M Hold
269,675
1.67% 15
2022
Q4
$7.48M Buy
269,675
+17,543
+7% +$666K 1.63% 16
2022
Q3
$13.8M Hold
252,132
2.89% 12
2022
Q2
$13.8M Buy
252,132
+2,653
+1% +$97.6K 2.86% 10
2022
Q1
$9.24M Buy
249,479
+1,466
+0.6% +$52.3K 1.64% 19
2021
Q4
$6.03M Buy
+248,013
New +$8.3M 0.94% 23