Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.63M Buy
2023
Q4
Sell
2023
Q3
$561K Sell
2023
Q2
$815K Sell
2023
Q1
$1.05M Buy
2022
Q4
$762K Sell
2022
Q3
$706K Sell
2022
Q2
$739K Sell
2022
Q1
$2.01M Buy
2021
Q4
$1.11M Hold
2021
Q3
$1.2M Sell
2021
Q2
$1.18M Sell
2021
Q1
$1.01M Sell
2020
Q4
$1.34M Sell
2020
Q3
$1.92M Buy
2020
Q2
$1.19M Sell
2020
Q1
$1M Sell
2019
Q4
$1.81M Sell
2019
Q3
$1.55M Buy
2019
Q2
$1.7M Sell
2019
Q1
$1.58M Buy
2018
Q4
$1.11M Buy