Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$513K Hold
2025
Q1
$495K Hold
2024
Q4
$435K Hold
2024
Q3
$461K Hold
2024
Q2
$344K Sell
2024
Q1
$299K Hold
2023
Q4
$368K Hold
2023
Q3
$315K Hold
2023
Q2
$332K Hold
2023
Q1
$354K Sell
2022
Q4
$2.08M Sell
2022
Q3
$1.92M Hold
2022
Q2
$2.25M Sell
2022
Q1
$5.95M Sell
2021
Q4
$9.78M Buy