Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$277K Hold
2024
Q4
$285K Buy
2024
Q3
$253K Hold
2024
Q2
$211K Buy
2024
Q1
$176K Sell
2023
Q4
$233K Hold
2023
Q3
$171K Buy
2023
Q2
$217K Hold
2023
Q1
$171K Hold
2022
Q4
$199K Hold
2022
Q3
$294K Sell
2022
Q2
$1.65M Sell
2022
Q1
$5.6M Buy
2021
Q4
$10.7M Buy
2021
Q3
$10.9M Buy
2021
Q2
$8.96M Buy
2021
Q1
$8.48M Buy
2020
Q4
$7.2M Buy
2020
Q3
$1.74M Buy
2020
Q2
$1.91M Buy