Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$846K Sell
2025
Q1
$1M Sell
2024
Q4
$1.14M Hold
2024
Q3
$1.31M Hold
2024
Q2
$1.42M Buy
2024
Q1
$1.5M Buy
2023
Q4
$1.23M Hold
2023
Q3
$1.16M Buy
2023
Q2
$1.3M Buy
2023
Q1
$1.19M Hold
2022
Q4
$1.24M Buy
2022
Q3
$972K Hold
2022
Q2
$992K Hold
2022
Q1
$937K Hold
2021
Q4
$851K Buy