Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.2M Buy
2025
Q2
$2.29M Sell
2025
Q1
$2.02M Buy
2024
Q4
$1.77M Buy
2024
Q3
$1.73M Sell
2024
Q2
$1.43M Sell
2024
Q1
$1.6M Sell
2023
Q4
$1.39M Buy
2023
Q3
$1.19M Hold
2023
Q2
$1.13M Sell
2023
Q1
$1.13M Sell
2022
Q4
$1.22M Buy
2022
Q3
$949K Buy
2022
Q2
$1.11M Sell
2022
Q1
$1.04M Buy
2021
Q4
$1.05M Sell
2021
Q3
$1.1M Buy
2021
Q2
$1.14M Hold
2021
Q1
$1.04M Hold
2020
Q4
$982K Hold
2020
Q3
$949K Sell
2020
Q2
$968K Buy
2020
Q1
$861K Sell
2019
Q4
$1.05M Buy