Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.31M Hold
2025
Q1
$1.36M Hold
2024
Q4
$1.35M Hold
2024
Q3
$1.25M Hold
2024
Q2
$1.21M Sell
2024
Q1
$1.29M Sell
2023
Q4
$1.07M Hold
2023
Q3
$928K Hold
2023
Q2
$1.06M Hold
2023
Q1
$1.21M Hold
2022
Q4
$1.09M Hold
2022
Q3
$911K Hold
2022
Q2
$1.06M Hold
2022
Q1
$1.25M Hold
2021
Q4
$1.3M Hold
2021
Q3
$1.47M Hold
2021
Q2
$1.63M Hold
2021
Q1
$1.76M Hold
2020
Q4
$1.7M Sell
2020
Q3
$1.5M Sell
2020
Q2
$1.63M Hold
2020
Q1
$1.67M Sell
2019
Q4
$1.96M Hold
2019
Q3
$1.97M Hold
2019
Q2
$2.19M Hold
2019
Q1
$1.93M Buy