Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$496K Hold
2024
Q4
$501K Sell
2024
Q3
$909K Buy
2024
Q2
$905K Buy
2024
Q1
$485K Hold
2023
Q4
$478K Buy
2022
Q3
Sell
2022
Q2
$371K Buy
2022
Q1
$545K Hold
2021
Q4
$433K Sell
2021
Q3
$600K Buy
2021
Q2
Sell
2021
Q1
$2.62M Hold
2020
Q4
$2.62M Hold
2020
Q3
$1.89M Buy
2020
Q2
$1.4M Hold
2020
Q1
$1.19M Buy