Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.53M Sell
2025
Q2
$1.48M Sell
2025
Q1
$1.15M Sell
2024
Q4
$1.45M Sell
2024
Q3
$1.52M Buy
2024
Q2
$1.43M Buy
2024
Q1
$1.43M Buy
2023
Q4
$1.1M Sell
2023
Q3
$984K Sell
2023
Q2
$933K Sell
2023
Q1
$809K Sell
2022
Q4
$775K Buy
2022
Q3
$658K Buy
2022
Q2
$612K Buy
2022
Q1
$733K Hold
2021
Q4
$835K Sell
2021
Q3
$831K Buy
2021
Q2
$780K Buy
2021
Q1
$721K Buy
2020
Q4
$621K Buy