Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.17M Sell
2025
Q2
$2.01M Buy
2025
Q1
$934K Sell
2024
Q4
$2.08M Sell
2024
Q3
$5.01M Buy
2024
Q2
$5.9M Sell
2024
Q1
$5.69M Sell
2023
Q4
$4.57M Sell
2023
Q3
$3.79M Sell
2023
Q2
$4.68M Buy
2023
Q1
$2.94M Buy
2022
Q4
$101K Sell
2022
Q3
$83.5K Sell
2022
Q2
$99.5K Sell
2022
Q1
$217K Sell
2021
Q4
$318K Sell
2021
Q3
$481K Sell
2021
Q2
$583K Buy
2021
Q1
$377K Buy
2020
Q4
$44.4K Hold
2020
Q3
$33.6K Hold
2020
Q2
$33.5K Buy
2020
Q1
$12K Buy
2019
Q4
$10.1K Buy