Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$416K Buy
2025
Q1
$187K Buy
2024
Q4
$132K Hold
2024
Q3
$113K Hold
2024
Q2
$93.8K Hold
2024
Q1
$116K Hold
2023
Q4
$128K Hold
2023
Q3
$152K Hold
2023
Q2
$118K Hold
2023
Q1
$89.4K Hold
2022
Q4
$132K Hold
2022
Q3
$151K Hold
2022
Q2
$289K Sell
2022
Q1
$1.64M Buy
2021
Q4
$2.64M Sell
2021
Q3
$3.95M Buy
2021
Q2
$6.31M Buy
2021
Q1
$6.92M Sell
2020
Q4
$4.44M Buy
2020
Q3
$2.62M Buy
2020
Q2
$2.86M Buy