Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$520K Hold
2025
Q1
$395K Buy
2024
Q4
$357K Sell
2024
Q3
$533K Buy
2024
Q2
$436K Sell
2024
Q1
$408K Sell
2023
Q4
$503K Sell
2023
Q3
$409K Sell
2023
Q2
$439K Sell
2023
Q1
$493K Buy
2022
Q4
$443K Sell
2022
Q3
$1.16M Buy
2022
Q2
$1.21M Buy
2022
Q1
$1.35M Buy
2021
Q4
$1.18M Buy
2018
Q3
Sell
2018
Q2
$3K Sell
2018
Q1
$176K Buy