Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$461K Hold
2025
Q1
$486K Hold
2024
Q4
$453K Hold
2024
Q3
$489K Sell
2024
Q2
$395K Buy
2024
Q1
$376K Hold
2023
Q4
$361K Hold
2023
Q3
$336K Hold
2023
Q2
$305K Sell
2023
Q1
$940K Hold
2022
Q4
$1.05M Hold
2022
Q3
$819K Sell
2022
Q2
$3.25M Sell
2022
Q1
$3.8M Sell
2021
Q4
$3.49M Buy
2021
Q3
$3.08M Sell
2021
Q2
$3.26M Sell
2021
Q1
$3.16M Sell
2020
Q4
$2.79M Sell
2020
Q3
$2.34M Sell
2020
Q2
$2.34M Sell
2020
Q1
$2.26M Sell
2019
Q4
$3.57M Buy