Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$990K Sell
2025
Q2
$1.21M Sell
2025
Q1
$1.12M Sell
2024
Q4
$1.24M Sell
2024
Q3
$1.65M Sell
2024
Q2
$1.73M Sell
2024
Q1
$2.01M Sell
2023
Q4
$1.93M Sell
2023
Q3
$1.94M Sell
2023
Q2
$2.03M Sell
2023
Q1
$2.22M Buy
2022
Q4
$2M Hold
2022
Q3
$1.75M Hold
2022
Q2
$1.76M Sell
2022
Q1
$2.02M Sell
2021
Q4
$2.35M Sell
2021
Q3
$2.12M Sell
2021
Q2
$2.09M Sell
2021
Q1
$2M Sell
2020
Q4
$1.67M Sell
2020
Q3
$1.57M Sell
2020
Q2
$1.54M Sell
2020
Q1
$1.34M Sell
2019
Q4
$2.09M Sell
2019
Q3
$1.84M Buy