Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$435K Buy
2024
Q3
$595K Hold
2024
Q2
$638K Buy
2023
Q3
$589K Buy
2023
Q2
$562K Hold
2023
Q1
$443K Hold
2022
Q4
$387K Sell
2022
Q3
$327K Sell
2022
Q2
$439K Sell
2022
Q1
$553K Sell
2021
Q4
$707K Sell
2021
Q3
$731K Buy
2021
Q2
$731K Buy
2021
Q1
$575K Hold
2020
Q4
$500 Sell
2020
Q3
$605K Sell
2020
Q2
$1.42M Buy