Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$87.5K Hold
2024
Q4
$116K Hold
2024
Q3
$137K Hold
2024
Q2
$150K Buy
2023
Q2
Sell
2023
Q1
$563K Sell
2022
Q4
$2.87M Buy
2022
Q3
$4.08M Sell
2022
Q2
$4.55M Sell
2022
Q1
$3.83M Sell
2021
Q4
$4.76M Buy
2021
Q3
$6.31M Buy
2021
Q2
$5.83M Buy
2021
Q1
$3.68M Buy
2020
Q4
$2.25M Buy
2020
Q3
$616K Hold
2020
Q2
$785K Buy