Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.21M Hold
2025
Q2
$1.32M Sell
2025
Q1
$1.44M Sell
2024
Q4
$1.7M Sell
2024
Q3
$1.83M Sell
2024
Q2
$2.04M Sell
2024
Q1
$2.72M Sell
2023
Q4
$2.45M Buy
2023
Q3
$2.38M Buy
2023
Q2
$1.93M Sell
2023
Q1
$1.69M Hold
2022
Q4
$1.42M Hold
2022
Q3
$1.49M Hold
2022
Q2
$1.63M Hold
2022
Q1
$2.06M Hold
2021
Q4
$2M Hold
2021
Q3
$1.98M Hold
2021
Q2
$1.52M Hold
2021
Q1
$1.63M Sell
2020
Q4
$1.71M Hold
2020
Q3
$1.26M Buy
2020
Q2
$1.15M Buy