Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.25M Sell
2025
Q1
$2.21M Sell
2024
Q4
$1.91M Sell
2024
Q3
$1.75M Sell
2024
Q2
$2.91M Sell
2024
Q1
$3.07M Sell
2023
Q4
$3.45M Sell
2023
Q3
$3.36M Buy
2023
Q2
$3.5M Sell
2023
Q1
$3.62M Sell
2022
Q4
$3.16M Sell
2022
Q3
$2.76M Buy
2022
Q2
$3.83M Sell
2022
Q1
$4.39M Sell
2021
Q4
$5.52M Sell
2021
Q3
$5.03M Buy
2021
Q2
$4.17M Buy
2021
Q1
$3.24M Sell
2020
Q4
$3.54M Sell
2020
Q3
$3.06M Sell
2020
Q2
$2.87M Buy
2020
Q1
$372K Sell
2019
Q4
$3.28M Buy