Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.56M Sell
2025
Q1
$3.62M Buy
2024
Q4
$3.3M Sell
2024
Q3
$4.33M Hold
2024
Q2
$4.33M Sell
2024
Q1
$3.74M Sell
2023
Q4
$2.53M Sell
2023
Q3
$2.57M Buy
2023
Q2
$2.67M Buy
2023
Q1
$2.06M Sell
2022
Q4
$2.01M Buy
2022
Q3
$1.16M Buy
2022
Q2
$962K Buy
2022
Q1
$1.08M Sell
2021
Q4
$1.3M Sell
2021
Q3
$1.03M Sell
2021
Q2
$1.01M Sell
2021
Q1
$1.04M Sell
2020
Q4
$822K Sell
2020
Q3
$629K Sell
2020
Q2
$637K Hold
2020
Q1
$471K Hold
2019
Q4
$583K Hold
2019
Q3
$522K Buy