Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.24M Sell
2025
Q1
$1.39M Sell
2024
Q4
$1.71M Sell
2024
Q3
$1.65M Buy
2024
Q1
$1.88M Sell
2023
Q4
$2.33M Sell
2023
Q3
$2.19M Buy
2023
Q2
$2.32M Buy
2023
Q1
$191K Sell
2022
Q4
$166K Sell
2022
Q3
$206K Sell
2022
Q2
$321K Sell
2022
Q1
$2.2M Sell
2021
Q4
$6.95M Buy
2021
Q3
$4.98M Buy
2021
Q2
$4.7M Sell
2021
Q1
$4.29M Buy
2020
Q4
$768K Sell
2020
Q3
$706K Hold
2020
Q2
$641K Sell
2020
Q1
$401K Sell
2019
Q4
$457K Sell
2019
Q3
$475K Buy