Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$593K Buy
2025
Q1
$609K Buy
2024
Q4
$555K Hold
2024
Q3
$504K Hold
2024
Q2
$510K Hold
2024
Q1
$692K Hold
2023
Q4
$793K Buy
2023
Q3
$746K Hold
2023
Q2
$1.06M Buy
2022
Q2
Sell
2022
Q1
$1.92M Buy
2021
Q4
$2.38M Buy
2021
Q3
$1.85M Buy
2021
Q2
$1.82M Buy
2021
Q1
$1.78M Sell
2020
Q4
$1.51M Sell
2020
Q3
$905K Sell
2020
Q2
$766K Sell
2020
Q1
$869K Buy
2019
Q4
$1.27M Sell
2019
Q3
$1.95M Sell
2019
Q2
$2.79M Buy