Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
2025
Q1
$845K Hold
2024
Q4
$918K Sell
2024
Q3
$1.26M Buy
2024
Q2
$1.17M Sell
2024
Q1
$1.44M Sell
2023
Q4
$1.44M Sell
2023
Q3
$1.55M Hold
2023
Q2
$1.41M Sell
2023
Q1
$1.72M Sell
2022
Q4
$1.67M Sell
2022
Q3
$1.68M Hold
2022
Q2
$1.7M Sell
2022
Q1
$2M Sell
2021
Q4
$2.44M Sell
2021
Q3
$2.2M Sell
2021
Q2
$2.15M Sell
2021
Q1
$2.23M Sell
2020
Q4
$1.9M Sell
2020
Q3
$2.09M Buy
2020
Q2
$1.79M Sell
2020
Q1
$1.64M Sell
2019
Q4
$3.31M Buy
2019
Q3
$1.97M Buy