Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.15M Sell
2025
Q2
$1.22M Sell
2025
Q1
$1.32M Buy
2024
Q4
$937K Sell
2024
Q3
$827K Sell
2024
Q2
$821K Sell
2024
Q1
$874K Buy
2023
Q4
$714K Buy
2023
Q3
$604K Sell
2023
Q2
$632K Buy
2023
Q1
$579K Buy
2022
Q4
$461K Sell
2022
Q3
$524K Buy
2022
Q2
$518K Buy
2022
Q1
$517K Buy
2021
Q4
$428K Hold
2021
Q3
$457K Buy
2021
Q2
$368K Buy
2019
Q2
Sell
2019
Q1
$47K Buy