Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.24M Sell
2024
Q3
$1.08M Sell
2024
Q2
$1.03M Sell
2024
Q1
$1.1M Hold
2023
Q4
$1.03M Hold
2023
Q3
$907K Buy
2023
Q2
$932K Sell
2023
Q1
$946K Hold
2022
Q4
$872K Hold
2022
Q3
$745K Hold
2022
Q2
$826K Sell
2022
Q1
$935K Hold
2021
Q4
$913K Hold
2021
Q3
$939K Sell
2021
Q2
$1.04M Hold
2021
Q1
$940K Buy
2020
Q4
$912K Buy