Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.56M Sell
2025
Q2
$1.77M Buy
2025
Q1
$1.41M Hold
2024
Q4
$1.44M Sell
2024
Q3
$1.38M Buy
2024
Q2
$1.67M Buy
2024
Q1
$1.63M Sell
2023
Q4
$1.99M Sell
2023
Q3
$1.76M Buy
2023
Q2
$1.98M Sell
2023
Q1
$1.7M Sell
2022
Q4
$1.27M Sell
2022
Q3
$1.18M Sell
2022
Q2
$1.08M Buy
2022
Q1
$1.52M Buy
2021
Q4
$966K Sell
2021
Q3
$1.18M Sell
2021
Q2
$1.34M Sell
2021
Q1
$1.14M Buy
2020
Q4
$1.01M Sell
2020
Q3
$807K Hold
2020
Q2
$896K Sell
2020
Q1
$683K Sell
2019
Q4
$938K Buy
2019
Q3
$530K Buy