Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.75M Sell
2025
Q2
$3.22M Sell
2025
Q1
$2.21M Sell
2024
Q4
$3.01M Sell
2024
Q3
$2.9M Sell
2024
Q2
$3.47M Sell
2024
Q1
$2.6M Sell
2023
Q4
$1.48M Sell
2023
Q3
$1.33M Sell
2023
Q2
$1.31M Buy
2023
Q1
$854K Sell
2022
Q4
$450K Hold
2022
Q3
$374K Sell
2022
Q2
$502K Sell
2022
Q1
$926K Buy
2021
Q4
$992K Sell
2021
Q3
$883K Hold
2021
Q2
$852K Sell
2021
Q1
$622K Hold
2020
Q4
$608K Hold
2020
Q3
$631K Hold
2020
Q2
$443K Buy