Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$307K Hold
2025
Q1
$266K Hold
2024
Q4
$307K Hold
2024
Q3
$261K Hold
2024
Q2
$271K Hold
2024
Q1
$253K Hold
2023
Q4
$213K Buy
2022
Q2
Sell
2022
Q1
$228K Hold
2021
Q4
$233K Sell
2021
Q3
$1.64M Hold
2021
Q2
$1.72M Hold
2021
Q1
$1.55M Hold
2020
Q4
$1.63M Hold
2020
Q3
$1.57M Hold
2020
Q2
$1.38M Hold
2020
Q1
$975K Hold
2019
Q4
$924K Hold
2019
Q3
$868K Buy