Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$578K Hold
2025
Q1
$670K Hold
2024
Q4
$382K Buy
2024
Q3
$322K Hold
2024
Q2
$194K Hold
2024
Q1
$203K Buy
2023
Q4
$332K Hold
2023
Q3
$418K Sell
2023
Q2
$818K Hold
2023
Q1
$677K Hold
2022
Q4
$606K Buy
2022
Q3
$193K Hold
2022
Q2
$513K Hold
2022
Q1
$446K Sell
2021
Q4
$1.19M Sell
2021
Q3
$1.62M Sell
2021
Q2
$3.08M Buy
2021
Q1
$1.1M Buy