Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$475K Hold
2025
Q1
$348K Hold
2024
Q4
$414K Hold
2024
Q3
$364K Hold
2024
Q2
$364K Sell
2024
Q1
$763K Hold
2023
Q4
$583K Hold
2023
Q3
$487K Sell
2023
Q2
$1.71M Sell
2023
Q1
$2.77M Hold
2022
Q4
$2.22M Hold
2022
Q3
$2.04M Sell
2022
Q2
$2.46M Hold
2022
Q1
$3.13M Sell
2021
Q4
$5.36M Sell
2021
Q3
$6.1M Sell
2021
Q2
$6.82M Sell
2021
Q1
$6.74M Sell
2020
Q4
$10.4M Sell
2020
Q3
$8.84M Sell
2020
Q2
$6.56M Hold
2020
Q1
$5.52M Hold
2019
Q4
$6.71M Buy