Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$778K Buy
2024
Q3
$762K Sell
2024
Q2
$637K Sell
2024
Q1
$724K Sell
2023
Q4
$1.07M Buy
2023
Q3
$857K Sell
2023
Q2
$1.04M Sell
2023
Q1
$1.03M Sell
2022
Q4
$1.12M Sell
2022
Q3
$1.06M Sell
2022
Q2
$1.37M Buy
2022
Q1
$1.24M Buy
2021
Q4
$1.27M Buy
2021
Q1
Sell
2020
Q4
$2.11M Buy
2020
Q3
$1.88M Buy
2020
Q2
$1.8M Buy
2020
Q1
$1.51M Buy
2019
Q4
$1.69M Buy