Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$637K Hold
2025
Q1
$567K Hold
2024
Q4
$544K Buy
2024
Q3
$339K Buy
2023
Q3
Sell
2023
Q2
$2.09M Sell
2023
Q1
$2.88M Sell
2022
Q4
$2.64M Buy
2022
Q3
$2.2M Hold
2022
Q2
$2.35M Hold
2022
Q1
$3.06M Hold
2021
Q4
$3.48M Buy