Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.33M Buy
2024
Q4
$1.74M Buy
2024
Q3
Sell
2024
Q2
$280K Sell
2024
Q1
$361K Buy
2023
Q1
Sell
2022
Q4
$224K Buy
2022
Q3
$266K Buy
2022
Q2
$214K Sell
2022
Q1
$430K Buy
2021
Q4
$459K Buy
2021
Q3
$573K Buy
2021
Q2
$410K Hold
2021
Q1
$341K Buy
2020
Q4
$321K Buy
2020
Q3
$233K Buy