Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.3M Hold
2025
Q1
$1.32M Sell
2024
Q4
$1.21M Sell
2024
Q3
$1.74M Buy
2023
Q4
Sell
2023
Q3
$1.9M Buy
2023
Q2
$1.79M Sell
2023
Q1
$1.75M Sell
2022
Q4
$1.75M Buy
2022
Q2
Sell
2022
Q1
$205K Sell
2021
Q4
$223K Buy
2021
Q3
$209K Buy
2021
Q2
$221K Sell
2021
Q1
$253K Sell
2020
Q4
$228K Buy