Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$581K Hold
2024
Q3
$615K Hold
2024
Q2
$460K Buy
2024
Q1
Sell
2023
Q4
$3.06M Buy
2023
Q3
$2.15M Hold
2023
Q2
$2.3M Hold
2023
Q1
$2.42M Buy
2021
Q3
Sell
2021
Q2
$226K Sell
2021
Q1
$247K Hold
2020
Q4
$224K Buy
2020
Q3
$196K Buy