Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.48M Sell
2025
Q2
$2.53M Sell
2025
Q1
$2.16M Sell
2024
Q4
$3.54M Buy
2024
Q3
$2.17M Sell
2024
Q2
$1.74M Buy
2024
Q1
$1.54M Sell
2023
Q4
$2.19M Buy
2023
Q3
$2.19M Sell
2023
Q2
$2.35M Sell
2023
Q1
$1.87M Buy
2022
Q4
$242K Sell
2022
Q3
$523K Sell
2022
Q2
$576K Buy
2022
Q1
$685K Buy
2021
Q4
$652K Hold
2021
Q3
$478K Sell
2021
Q2
$436K Hold
2021
Q1
$429K Buy
2020
Q4
$417K Hold
2020
Q3
$254K Sell
2020
Q2
$163K Buy