Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$225K Sell
2025
Q1
$235K Buy
2024
Q4
$246K Hold
2024
Q3
$234K Hold
2024
Q2
$244K Hold
2024
Q1
$293K Hold
2023
Q4
$231K Hold
2023
Q3
$201K Buy
2022
Q3
Sell
2022
Q2
$3.79M Sell
2022
Q1
$12.4M Buy
2021
Q4
$11.2M Buy
2021
Q3
$1.89M Buy