Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$789K Hold
2024
Q3
$948K Hold
2024
Q2
$1.16M Sell
2024
Q1
$1.2M Sell
2023
Q4
$1.02M Sell
2023
Q3
$798K Buy
2023
Q2
$967K Hold
2023
Q1
$908K Sell
2022
Q4
$750K Sell
2022
Q3
$572K Sell
2022
Q2
$712K Buy
2022
Q1
$996K Buy
2021
Q4
$747K Buy
2021
Q3
$323K Sell
2021
Q2
$349K Buy
2021
Q1
$289K Sell
2020
Q4
$294K Buy
2017
Q4
Sell
2017
Q3
$56K Buy