Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.86M Hold
2025
Q1
$3.29M Sell
2024
Q4
$2.74M Sell
2024
Q3
$2.83M Sell
2024
Q2
$3.09M Hold
2024
Q1
$3.2M Sell
2023
Q4
$3.14M Sell
2023
Q3
$3.35M Hold
2023
Q2
$2.98M Sell
2023
Q1
$2.91M Hold
2022
Q4
$3.12M Sell
2022
Q3
$2.4M Hold
2022
Q2
$2.33M Hold
2022
Q1
$2.36M Buy
2021
Q4
$1.6M Hold
2021
Q3
$1.69M Hold
2021
Q2
$1.89M Sell
2021
Q1
$1.53M Buy
2020
Q4
$1.1M Hold
2020
Q3
$850K Sell
2020
Q2
$1.09M Sell
2020
Q1
$702K Buy
2019
Q4
$1.35M Buy