Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$433K Hold
2025
Q1
$437K Hold
2024
Q4
$439K Hold
2024
Q3
$559K Hold
2024
Q2
$514K Hold
2024
Q1
$519K Hold
2023
Q4
$615K Sell
2023
Q3
$2.24M Hold
2023
Q2
$2.35M Hold
2023
Q1
$2.49M Hold
2022
Q4
$2.44M Hold
2022
Q3
$1.97M Buy
2022
Q2
$1.7M Sell
2022
Q1
$2.34M Sell
2021
Q4
$1.96M Buy