Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$535K Hold
2025
Q1
$464K Hold
2024
Q4
$535K Hold
2024
Q3
$455K Hold
2024
Q2
$472K Hold
2024
Q1
$440K Hold
2023
Q4
$371K Hold
2023
Q3
$310K Hold
2023
Q2
$318K Buy
2021
Q4
Sell
2021
Q3
$5.58M Sell
2021
Q2
$11.7M Sell
2021
Q1
$10.6M Buy
2020
Q4
$11.1M Hold
2020
Q3
$10.7M Sell
2020
Q2
$9.69M Sell
2020
Q1
$8.19M Buy
2019
Q4
$6.29M Buy