Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.42M Sell
2025
Q2
$5.68M Sell
2025
Q1
$4.94M Sell
2024
Q4
$5.83M Sell
2024
Q3
$4.95M Sell
2024
Q2
$5.17M Buy
2024
Q1
$4.78M Sell
2023
Q4
$4.44M Sell
2023
Q3
$3.79M Sell
2023
Q2
$3.93M Sell
2023
Q1
$3.18M Buy
2022
Q4
$3.45M Hold
2022
Q3
$3.45M Buy
2022
Q2
$3.32M Buy
2022
Q1
$4.84M Buy
2021
Q4
$4.63M Buy
2021
Q3
$3.15M Buy
2021
Q2
$3.13M Buy
2021
Q1
$2.9M Sell
2020
Q4
$3.09M Sell
2020
Q3
$3.01M Hold
2020
Q2
$2.56M Sell
2020
Q1
$1.91M Buy
2019
Q4
$1.76M Buy