Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.15M Sell
2025
Q2
$837K Buy
2025
Q1
$682K Sell
2024
Q4
$1.16M Hold
2024
Q3
$753K Hold
2024
Q2
$569K Sell
2024
Q1
$534K Sell
2023
Q4
$805K Sell
2023
Q3
$846K Buy
2023
Q2
$791K Sell
2023
Q1
$647K Sell
2022
Q4
$387K Hold
2022
Q3
$830K Hold
2022
Q2
$710K Sell
2022
Q1
$1.22M Sell
2021
Q4
$1.65M Buy
2021
Q3
$1.19M Buy
2021
Q2
$880K Hold
2021
Q1
$860K Sell
2020
Q4
$1.02M Sell
2020
Q3
$630K Buy
2020
Q2
$240K Buy