Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$733K Sell
2025
Q1
$727K Sell
2024
Q4
$1.58M Buy
2024
Q3
$1.37M Buy
2023
Q1
Sell
2022
Q4
$1.02M Hold
2022
Q3
$1.24M Buy
2022
Q2
$195K Hold
2022
Q1
$248K Hold
2021
Q4
$191K Hold
2021
Q3
$206K Hold
2021
Q2
$364K Hold
2021
Q1
$360K Buy
2020
Q4
$209K Hold
2020
Q3
$138K Hold
2020
Q2
$107K Hold
2020
Q1
$85.7K Hold
2019
Q4
$151K Hold
2019
Q3
$174K Buy