Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.25M Sell
2025
Q2
$1.09M Sell
2025
Q1
$777K Hold
2024
Q4
$963K Hold
2024
Q3
$871K Sell
2024
Q2
$2.13M Buy
2024
Q1
$1.53M Sell
2023
Q4
$1.51M Sell
2023
Q3
$1.39M Sell
2023
Q2
$1.43M Sell
2023
Q1
$1.12M Hold
2022
Q4
$587K Buy
2022
Q3
$474K Hold
2022
Q2
$592K Hold
2022
Q1
$1.06M Sell
2021
Q4
$1.65M Sell
2021
Q3
$1.58M Sell
2021
Q2
$1.68M Sell
2021
Q1
$1.13M Hold
2020
Q4
$1.11M Sell
2020
Q3
$1.35M Hold
2020
Q2
$951K Hold
2020
Q1
$660K Hold
2019
Q4
$589K Buy