Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$267K Hold
2025
Q1
$267K Sell
2024
Q4
$595K Buy
2024
Q3
$534K Hold
2024
Q2
$914K Sell
2024
Q1
$586K Hold
2023
Q4
$1.07M Hold
2023
Q3
$2.95M Hold
2023
Q2
$2.53M Hold
2023
Q1
$4.43M Hold
2022
Q4
$6.76M Hold
2022
Q3
$15.6M Hold
2022
Q2
$26.9M Hold
2022
Q1
$76.9M Hold
2021
Q4
$68.1M Buy