Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$918K Sell
2025
Q2
$871K Sell
2025
Q1
$1.37M Sell
2024
Q4
$1.4M Hold
2024
Q3
$1.78M Hold
2024
Q2
$1.64M Hold
2024
Q1
$1.65M Sell
2023
Q4
$1.97M Sell
2023
Q3
$1.64M Hold
2023
Q2
$1.73M Hold
2023
Q1
$1.83M Sell
2022
Q4
$1.84M Sell
2022
Q3
$1.51M Sell
2022
Q2
$1.71M Sell
2022
Q1
$2.35M Buy
2021
Q4
$1.74M Buy
2021
Q3
$1.49M Buy
2021
Q2
$1.94M Buy
2021
Q1
$1.84M Buy
2020
Q4
$1.73M Buy
2018
Q1
Sell
2017
Q4
$11K Buy