Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$811K Sell
2025
Q2
$855K Sell
2025
Q1
$1.02M Sell
2024
Q4
$1.32M Sell
2024
Q3
$1.29M Sell
2024
Q2
$1.13M Sell
2024
Q1
$1.3M Sell
2023
Q4
$1.45M Sell
2023
Q3
$1.37M Sell
2023
Q2
$1.5M Sell
2023
Q1
$1.46M Hold
2022
Q4
$1.32M Sell
2022
Q3
$1.27M Hold
2022
Q2
$1.47M Sell
2022
Q1
$1.76M Sell
2021
Q4
$2.12M Hold
2021
Q3
$1.98M Sell
2021
Q2
$2.09M Hold
2021
Q1
$1.77M Hold
2020
Q4
$1.86M Hold
2020
Q3
$1.98M Hold
2020
Q2
$1.82M Hold
2020
Q1
$1.62M Hold
2019
Q4
$1.52M Buy