Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$380K Hold
2025
Q1
$355K Hold
2024
Q4
$407K Hold
2024
Q3
$486K Hold
2024
Q2
$354K Hold
2024
Q1
$686K Sell
2023
Q4
$928K Hold
2023
Q3
$1.41M Hold
2023
Q2
$1.6M Buy
2023
Q1
$1.41M Buy
2022
Q4
$80.4K Hold
2022
Q3
$101K Hold
2022
Q2
$148K Hold
2022
Q1
$308K Hold
2021
Q4
$371K Sell
2021
Q3
$477K Buy