Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.64M Sell
2025
Q1
$2.23M Sell
2024
Q4
$1.98M Sell
2024
Q3
$1.99M Hold
2024
Q2
$1.56M Hold
2024
Q1
$1.72M Sell
2023
Q4
$1.47M Hold
2023
Q3
$1.27M Buy
2023
Q2
$1.2M Buy
2023
Q1
$1.16M Sell
2022
Q4
$1.26M Sell
2022
Q3
$1.06M Hold
2022
Q2
$1.26M Buy
2022
Q1
$1.14M Buy
2021
Q4
$1.07M Sell
2021
Q3
$1.19M Buy
2021
Q2
$1.26M Sell
2021
Q1
$1.15M Buy
2020
Q4
$1.05M Buy
2020
Q3
$1.01M Sell
2020
Q2
$1.02M Buy
2020
Q1
$913K Buy
2019
Q4
$1.02M Buy