Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.12M Sell
2025
Q2
$1.19M Sell
2025
Q1
$1.18M Hold
2024
Q4
$1.06M Hold
2024
Q3
$922K Sell
2024
Q2
$891K Hold
2024
Q1
$948K Sell
2023
Q4
$1.08M Hold
2023
Q3
$952K Hold
2023
Q2
$983K Buy
2023
Q1
$890K Hold
2022
Q4
$820K Sell
2022
Q3
$799K Sell
2022
Q2
$1.53M Buy
2022
Q1
$1.01M Buy
2021
Q4
$609K Buy
2021
Q3
$337K Sell
2021
Q2
$1.06M Hold
2021
Q1
$959K Hold
2020
Q4
$991K Hold
2020
Q3
$906K Buy
2020
Q2
$486K Buy
2019
Q4
$323K Buy