Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.89M Sell
2025
Q2
$2.78M Sell
2025
Q1
$3.3M Hold
2024
Q4
$2.96M Sell
2024
Q3
$3.44M Hold
2024
Q2
$3.17M Sell
2024
Q1
$3.43M Buy
2023
Q4
$2.71M Buy
2023
Q3
$2.43M Hold
2023
Q2
$2.49M Sell
2023
Q1
$2.43M Hold
2022
Q4
$2.23M Buy
2022
Q3
$1.43M Sell
2022
Q2
$1.67M Buy
2022
Q1
$1.49M Sell
2021
Q4
$1.83M Buy
2021
Q3
$1.1M Buy
2021
Q2
$251K Hold
2021
Q1
$243K Sell
2020
Q4
$612K Sell
2020
Q3
$1.01M Hold
2020
Q2
$904K Sell
2020
Q1
$945K Buy
2019
Q4
$320K Buy