Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.15M Buy
2024
Q4
$1M Sell
2024
Q3
$1.1M Sell
2024
Q2
$1.07M Sell
2024
Q1
$1.22M Buy
2023
Q4
$1.18M Buy
2023
Q3
$1.19M Sell
2023
Q2
$1.28M Sell
2023
Q1
$1.37M Buy
2022
Q4
$1.15M Sell
2022
Q3
$1.16M Sell
2022
Q2
$1.25M Buy
2022
Q1
$1.6M Buy
2021
Q4
$1.68M Buy
2021
Q3
$1.31M Buy
2021
Q2
$1.27M Sell
2021
Q1
$1.48M Buy
2020
Q4
$294K Sell
2020
Q3
$296K Sell
2020
Q2
$351K Sell
2020
Q1
$301K Sell
2019
Q4
$394K Buy