Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.15M Sell
2025
Q2
$1.13M Hold
2025
Q1
$1.09M Sell
2024
Q4
$963K Hold
2024
Q3
$1.02M Sell
2024
Q2
$835K Sell
2024
Q1
$867K Sell
2023
Q4
$912K Hold
2023
Q3
$781K Buy
2023
Q2
$823K Hold
2023
Q1
$865K Sell
2022
Q4
$998K Sell
2022
Q3
$964K Hold
2022
Q2
$1.13M Hold
2022
Q1
$1.3M Hold
2021
Q4
$1.55M Sell
2021
Q3
$1.54M Sell
2021
Q2
$1.76M Buy
2021
Q1
$1.68M Sell
2020
Q4
$1.53M Sell
2020
Q3
$1.41M Buy
2020
Q2
$1.37M Sell
2020
Q1
$1.2M Sell
2019
Q4
$1.57M Buy