Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$295K Sell
2025
Q1
$1.31M Sell
2024
Q4
$1.7M Sell
2024
Q3
$2.52M Hold
2024
Q2
$2.24M Buy
2024
Q1
$2.06M Sell
2023
Q4
$2.02M Hold
2023
Q3
$1.99M Sell
2023
Q2
$2.16M Sell
2023
Q1
$1.86M Buy
2022
Q4
$1.81M Sell
2022
Q3
$1.54M Sell
2022
Q2
$1.85M Sell
2022
Q1
$2.1M Buy
2021
Q4
$2.29M Buy
2021
Q3
$2.1M Sell
2021
Q2
$1.84M Hold
2021
Q1
$1.84M Sell
2020
Q4
$1.73M Hold
2020
Q3
$1.49M Buy
2020
Q2
$930K Sell
2020
Q1
$3.24M Hold
2019
Q4
$3.58M Hold
2019
Q3
$3.69M Buy
2019
Q2
$3.43M Buy