Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$102K Buy
2024
Q4
Sell
2024
Q3
$1.24M Buy
2024
Q2
$1.15M Buy
2024
Q1
$1.11M Buy
2023
Q4
Sell
2023
Q3
$1.68M Buy
2023
Q2
$1M Hold
2023
Q1
$986K Buy
2022
Q4
$964K Hold
2022
Q3
$920K Sell
2022
Q2
$2.22M Sell
2022
Q1
$2.59M Hold
2021
Q4
$2.43M Buy
2021
Q3
$1.16M Buy
2021
Q2
$1.14M Buy
2021
Q1
$1.03M Buy