Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.17M Sell
2025
Q2
$869K Sell
2025
Q1
$860K Sell
2024
Q4
$1.51M Sell
2024
Q3
$1.04M Buy
2024
Q2
$545K Sell
2024
Q1
$507K Hold
2023
Q4
$716K Sell
2023
Q3
$723K Hold
2023
Q2
$757K Sell
2023
Q1
$634K Hold
2022
Q4
$376K Sell
2022
Q3
$836K Sell
2022
Q2
$735K Sell
2022
Q1
$1.18M Buy
2021
Q4
$1.15M Sell
2021
Q3
$870K Buy
2021
Q2
$729K Buy
2021
Q1
$708K Sell
2020
Q4
$880K Sell
2020
Q3
$555K Sell
2020
Q2
$376K Buy