Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$4.87M Buy
2024
Q3
$1.15M Sell
2024
Q2
$3.09M Hold
2024
Q1
$4.35M Buy
2023
Q4
$3.15M Buy
2023
Q3
$2.25M Hold
2023
Q2
$2.89M Hold
2023
Q1
$2.53M Hold
2022
Q4
$2.38M Buy
2022
Q3
$1.57M Sell
2022
Q2
$3.19M Buy
2022
Q1
$2.76M Sell
2021
Q4
$7.55M Sell
2021
Q3
$10.4M Hold
2021
Q2
$11.9M Hold
2021
Q1
$10.2M Buy
2020
Q4
$9.59M Sell
2020
Q3
$9.73M Buy
2020
Q2
$6.64M Buy