Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$354K Sell
2025
Q1
$773K Buy
2024
Q4
$831K Buy
2024
Q3
$405K Hold
2024
Q2
$299K Hold
2024
Q1
$328K Hold
2023
Q4
$314K Hold
2023
Q3
$284K Hold
2023
Q2
$330K Sell
2023
Q1
$322K Buy
2022
Q4
$275K Sell
2022
Q3
$321K Hold
2022
Q2
$483K Hold
2022
Q1
$865K Hold
2021
Q4
$1.44M Hold
2021
Q3
$2.36M Hold
2021
Q2
$3.94M Buy