Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.92M Buy
2025
Q1
$293K Hold
2024
Q4
$274K Buy
2024
Q3
$264K Hold
2024
Q2
$260K Hold
2024
Q1
$242K Sell
2023
Q4
$254K Buy
2023
Q3
$163K Sell
2023
Q2
$221K Hold
2023
Q1
$195K Buy
2022
Q4
$159K Hold
2022
Q3
$115K Sell
2022
Q2
$139K Hold
2022
Q1
$171K Buy
2020
Q4
Sell
2020
Q3
$96K Hold
2020
Q2
$118K Hold
2020
Q1
$87K Buy
2019
Q4
$129K Buy