Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.16M Sell
2025
Q1
$1.3M Sell
2024
Q4
$1.16M Sell
2024
Q3
$1.14M Sell
2024
Q2
$1.1M Sell
2024
Q1
$1.09M Sell
2023
Q4
$985K Sell
2023
Q3
$997K Sell
2023
Q2
$958K Buy
2023
Q1
$960K Sell
2022
Q4
$921K Sell
2022
Q3
$860K Sell
2022
Q2
$893K Sell
2022
Q1
$1.03M Sell
2021
Q4
$941K Sell
2021
Q3
$911K Hold
2021
Q2
$948K Sell
2021
Q1
$855K Sell
2020
Q4
$746K Buy
2020
Q3
$538K Buy
2020
Q2
$517K Buy
2020
Q1
$339K Sell
2019
Q4
$767K Buy