Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$811K Sell
2025
Q1
$1.25M Hold
2024
Q4
$1.31M Hold
2024
Q3
$1.9M Buy
2024
Q2
$526K Buy
2023
Q2
Sell
2023
Q1
$295K Buy
2022
Q4
$348K Sell
2022
Q3
$675K Sell
2022
Q2
$728K Buy
2022
Q1
$1.11M Buy
2021
Q4
$183K Hold
2021
Q3
$219K Buy