Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$509K Sell
2024
Q3
$909K Sell
2024
Q2
$977K Sell
2024
Q1
$987K Sell
2023
Q4
$1.22M Sell
2023
Q3
$1.21M Hold
2023
Q2
$1.2M Buy
2023
Q1
$1.16M Hold
2022
Q4
$1.02M Sell
2022
Q3
$1.05M Hold
2022
Q2
$1.22M Buy
2022
Q1
$1.33M Sell
2021
Q4
$1.75M Buy
2021
Q3
$1.36M Sell
2021
Q2
$1.35M Sell
2021
Q1
$1.15M Buy
2020
Q4
$666K Sell
2020
Q3
$682K Sell
2020
Q2
$569K Sell
2020
Q1
$494K Buy
2019
Q4
$467K Buy