Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$521K Hold
2025
Q1
$508K Hold
2024
Q4
$423K Hold
2024
Q3
$386K Hold
2024
Q2
$340K Sell
2024
Q1
$1.42M Hold
2023
Q4
$1.57M Sell
2023
Q3
$1.54M Sell
2023
Q2
$2.93M Hold
2023
Q1
$2.95M Sell
2022
Q4
$2.49M Sell
2022
Q3
$2.17M Buy
2022
Q2
$2.76M Hold
2022
Q1
$3.47M Buy
2021
Q4
$4.04M Hold
2021
Q3
$3.54M Buy
2021
Q2
$3.11M Hold
2021
Q1
$3.39M Hold
2020
Q4
$3.23M Buy
2020
Q3
$2.4M Buy
2020
Q2
$2.03M Buy
2020
Q1
$1.23M Buy
2019
Q4
$1.19M Buy