Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$336K Hold
2025
Q1
$354K Hold
2024
Q4
$330K Hold
2024
Q3
$356K Hold
2024
Q2
$285K Buy
2024
Q1
$240K Hold
2023
Q4
$231K Buy
2023
Q2
Sell
2023
Q1
$1.69M Sell
2022
Q4
$2.72M Sell
2022
Q3
$2.61M Hold
2022
Q2
$2.57M Buy
2022
Q1
$2.18M Hold
2021
Q4
$1.98M Buy
2021
Q3
$1.71M Hold
2021
Q2
$1.76M Buy
2021
Q1
$1.44M Sell
2020
Q4
$1.36M Buy
2020
Q3
$378K Buy
2020
Q2
$366K Buy