Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$356K Sell
2025
Q1
$2.47M Hold
2024
Q4
$2.74M Hold
2024
Q3
$3.12M Buy
2024
Q2
$3.03M Buy
2024
Q1
$2.57M Hold
2023
Q4
$2.13M Buy
2023
Q3
$566K Hold
2023
Q2
$635K Sell
2023
Q1
$596K Hold
2022
Q4
$622K Buy
2022
Q3
$474K Hold
2022
Q2
$501K Hold
2022
Q1
$451K Hold
2021
Q4
$422K Hold
2021
Q3
$413K Buy
2021
Q2
Sell
2021
Q1
$424K Hold
2020
Q4
$450K Buy