Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$661K Buy
2025
Q1
$549K Sell
2024
Q4
$2.9M Buy
2024
Q3
$455K Buy
2024
Q2
$328K Hold
2024
Q1
$267K Hold
2023
Q4
$299K Hold
2023
Q3
$266K Hold
2023
Q2
$302K Buy
2023
Q1
$256K Hold
2022
Q4
$202K Hold
2022
Q3
$215K Hold
2022
Q2
$212K Buy
2022
Q1
$271K Sell
2021
Q4
$362K Sell
2021
Q3
$814K Buy
2021
Q2
$754K Buy
2021
Q1
$532K Buy
2020
Q4
$277K Buy