Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$684K Hold
2025
Q1
$772K Hold
2024
Q4
$655K Hold
2024
Q3
$728K Hold
2024
Q2
$632K Sell
2024
Q1
$683K Sell
2023
Q4
$2.72M Sell
2023
Q3
$2.73M Sell
2023
Q2
$2.59M Sell
2023
Q1
$3.07M Buy
2022
Q4
$3.11M Sell
2022
Q3
$2.82M Buy
2022
Q2
$3.07M Buy
2022
Q1
$3.2M Buy
2021
Q4
$2.43M Sell
2021
Q3
$2.41M Buy
2021
Q2
$2.08M Buy
2021
Q1
$1.92M Buy
2020
Q4
$1.76M Buy
2020
Q3
$1.08M Sell
2020
Q2
$1.35M Sell
2020
Q1
$1.06M Buy
2019
Q4
$1.19M Buy