Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$366K Hold
2025
Q1
$325K Hold
2024
Q4
$312K Hold
2024
Q3
$289K Hold
2024
Q2
$250K Hold
2024
Q1
$263K Sell
2023
Q4
$402K Sell
2023
Q3
$7.22M Buy
2023
Q2
$6.4M Buy
2023
Q1
$5.92M Buy
2022
Q4
$4.55M Sell
2022
Q3
$4.12M Buy
2022
Q2
$4.33M Sell
2022
Q1
$5.32M Buy
2021
Q4
$6.38M Buy