Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$715K Buy
2024
Q3
Sell
2024
Q2
$379K Hold
2024
Q1
$388K Hold
2023
Q4
$381K Hold
2023
Q3
$388K Hold
2023
Q2
$466K Hold
2023
Q1
$821K Hold
2022
Q4
$520K Hold
2022
Q3
$380K Hold
2022
Q2
$475K Hold
2022
Q1
$686K Buy
2021
Q2
Sell
2021
Q1
$2.3M Buy
2020
Q4
$1.66M Hold
2020
Q3
$1.61M Sell
2020
Q2
$3.27M Hold
2020
Q1
$1.83M Sell
2019
Q4
$2.11M Buy