Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$424K Hold
2025
Q1
$447K Hold
2024
Q4
$463K Hold
2024
Q3
$268K Hold
2024
Q2
$236K Hold
2024
Q1
$279K Hold
2023
Q4
$293K Hold
2023
Q3
$281K Hold
2023
Q2
$348K Hold
2023
Q1
$403K Sell
2022
Q4
$474K Hold
2022
Q3
$440K Hold
2022
Q2
$797K Hold
2022
Q1
$1.21M Hold
2021
Q4
$1.97M Hold
2021
Q3
$3.52M Hold
2021
Q2
$5.09M Hold
2021
Q1
$6.09M Buy
2020
Q4
$2.42M Buy