Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.72M Sell
2024
Q4
$1.93M Sell
2024
Q3
$1.86M Sell
2024
Q2
$1.47M Buy
2024
Q1
$1.27M Sell
2023
Q4
$1.27M Sell
2023
Q3
$1.33M Sell
2023
Q2
$983K Sell
2023
Q1
$1.26M Buy
2022
Q3
Sell
2022
Q2
$204K Buy
2022
Q1
$242K Buy
2021
Q4
$222K Buy
2020
Q3
Sell
2020
Q2
$2K Sell
2020
Q1
$2K Sell
2019
Q4
$5K Buy