Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$459K Buy
2025
Q1
$250K Hold
2024
Q4
$319K Sell
2024
Q3
$488K Hold
2024
Q2
$440K Buy
2024
Q1
$772K Buy
2023
Q4
$958K Sell
2023
Q3
$955K Sell
2023
Q2
$842K Sell
2023
Q1
$964K Buy
2022
Q4
$740K Buy
2022
Q3
$546K Buy
2022
Q2
$632K Buy
2022
Q1
$301K Sell
2021
Q4
$1.05M Buy
2021
Q3
$1.31M Buy
2021
Q2
$1.38M Buy