Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$711K Buy
2025
Q1
$463K Hold
2024
Q4
$573K Sell
2024
Q3
$1.13M Buy
2024
Q2
$1.13M Buy
2024
Q1
$813K Sell
2023
Q4
$530K Sell
2023
Q3
$509K Buy
2023
Q2
$474K Sell
2023
Q1
$367K Sell
2022
Q4
$208K Hold
2022
Q3
$172K Hold
2022
Q2
$215K Hold
2022
Q1
$387K Buy
2021
Q4
$403K Sell
2021
Q3
$315K Hold
2021
Q2
$304K Sell
2021
Q1
$230K Hold
2020
Q4
$225K Hold
2020
Q3
$233K Buy
2020
Q2
$160K Buy