Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.33M Hold
2025
Q2
$1.52M Sell
2025
Q1
$1.43M Sell
2024
Q4
$1.29M Buy
2024
Q3
$1.34M Sell
2024
Q2
$1.23M Buy
2024
Q1
$1.12M Buy
2023
Q4
$1.12M Buy
2023
Q3
$944K Sell
2023
Q2
$936K Buy
2023
Q1
$786K Hold
2022
Q4
$672K Sell
2022
Q3
$589K Buy
2022
Q2
Sell
2022
Q1
$754K Sell
2021
Q4
$791K Buy
2020
Q3
Sell
2020
Q2
$221K Sell
2020
Q1
$205K Sell
2019
Q4
$257K Buy