Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.14M Sell
2025
Q1
$1.09M Sell
2024
Q4
$1.16M Sell
2024
Q3
$1.11M Sell
2024
Q2
$1.08M Hold
2024
Q1
$1.19M Sell
2023
Q4
$1.07M Hold
2023
Q3
$961K Sell
2023
Q2
$1.1M Sell
2023
Q1
$1M Sell
2022
Q4
$976K Sell
2022
Q3
$843K Buy
2022
Q2
$778K Buy
2022
Q1
$924K Buy
2021
Q4
$951K Buy
2021
Q3
$705K Buy
2021
Q2
$685K Sell
2021
Q1
$660K Buy
2020
Q4
$557K Buy
2020
Q3
$251K Hold
2020
Q2
$226K Buy