Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$714K Sell
2025
Q2
$1.22M Sell
2025
Q1
$3.28M Buy
2024
Q3
$2.17M Sell
2024
Q2
$2.79M Buy
2024
Q1
$2.81M Buy
2023
Q4
$1.06M Sell
2023
Q3
$1.36M Sell
2023
Q2
$1.52M Buy
2023
Q1
$982K Hold
2022
Q4
$935K Sell
2022
Q3
$915K Hold
2022
Q2
$921K Sell
2022
Q1
$1.5M Hold
2021
Q4
$1.39M Sell
2021
Q3
$1.4M Hold
2021
Q2
$1.17M Sell
2021
Q1
$1.2M Hold
2020
Q4
$1.1M Hold
2020
Q3
$1.08M Sell
2020
Q2
$1.14M Buy
2020
Q1
$499K Sell
2019
Q4
$1.13M Buy