Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$162K Hold
2025
Q1
$122K Sell
2024
Q4
$166K Hold
2024
Q3
$229K Buy
2024
Q2
Sell
2024
Q1
$4.23M Hold
2023
Q4
$3.28M Hold
2023
Q3
$2.2M Hold
2023
Q2
$2.1M Sell
2023
Q1
$3.11M Hold
2022
Q4
$4.01M Sell
2022
Q3
$4.61M Hold
2022
Q2
$4.63M Sell
2022
Q1
$12.2M Hold
2021
Q4
$14.4M Hold
2021
Q3
$18.4M Hold
2021
Q2
$20.4M Buy
2021
Q1
$21.3M Hold
2020
Q4
$16.4M Hold
2020
Q3
$9.27M Sell
2020
Q2
$11.4M Sell
2020
Q1
$10.2M Buy
2019
Q4
$14.8M Buy
2019
Q3
$317K Buy