Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$602K Hold
2025
Q1
$447K Sell
2024
Q4
$771K Buy
2024
Q3
$467K Sell
2024
Q2
$417K Sell
2024
Q1
$691K Sell
2023
Q4
$665K Sell
2023
Q3
$935K Sell
2023
Q2
$1.01M Sell
2023
Q1
$1.38M Sell
2022
Q4
$1.39M Sell
2022
Q3
$1.21M Sell
2022
Q2
$1.41M Sell
2022
Q1
$2.15M Sell
2021
Q4
$3.08M Sell
2021
Q3
$2.08M Sell
2021
Q2
$2.31M Sell
2021
Q1
$2.16M Sell
2020
Q4
$2.21M Sell
2020
Q3
$1.69M Sell
2020
Q2
$2.42M Sell
2020
Q1
$1.84M Sell
2019
Q4
$4.12M Buy