Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$229K Hold
2025
Q1
$225K Hold
2024
Q4
$254K Hold
2024
Q3
$304K Hold
2024
Q2
$235K Sell
2024
Q1
$462K Sell
2023
Q4
$6.24M Sell
2023
Q3
$5.98M Buy
2023
Q2
$6.05M Buy
2023
Q1
$5.14M Sell
2022
Q4
$4.46M Buy
2022
Q3
$3.42M Buy
2022
Q2
$2.6M Buy
2022
Q1
$357K Buy
2018
Q1
Sell
2017
Q4
$351K Buy