Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$430K Sell
2025
Q1
$385K Sell
2024
Q4
$616K Hold
2024
Q3
$616K Hold
2024
Q2
$616K Sell
2024
Q1
$781K Sell
2023
Q4
$1.64M Sell
2023
Q3
$1.46M Hold
2023
Q2
$1.69M Sell
2023
Q1
$2.23M Buy
2022
Q4
$1.75M Buy
2022
Q3
$763K Buy
2022
Q2
$812K Buy
2022
Q1
$592K Buy
2021
Q4
$726K Buy
2021
Q3
$624K Buy
2021
Q2
$517K Buy
2021
Q1
$287K Buy
2020
Q4
$289K Buy