Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.33M Sell
2025
Q1
$2.15M Sell
2024
Q4
$2.1M Sell
2024
Q3
$2.56M Sell
2024
Q2
$2.6M Sell
2024
Q1
$3.58M Sell
2023
Q4
$3.18M Sell
2023
Q3
$2.55M Sell
2023
Q2
$3.15M Hold
2023
Q1
$2.93M Sell
2022
Q4
$3.26M Buy
2022
Q3
$1.49M Hold
2022
Q2
$1.33M Buy
2022
Q1
$1.42M Buy
2021
Q4
$1.96M Hold
2021
Q3
$2.02M Hold
2021
Q2
$1.96M Hold
2021
Q1
$1.72M Hold
2020
Q4
$1.66M Hold
2020
Q3
$1.37M Sell
2020
Q2
$1.09M Hold
2020
Q1
$1.1M Buy
2019
Q4
$1.18M Hold
2019
Q3
$1.19M Hold
2019
Q2
$1.25M Hold
2019
Q1
$1.18M Buy
2018
Q4
$485K Buy