Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$924K Buy
2025
Q1
$735K Buy
2024
Q4
$521K Sell
2024
Q3
$721K Hold
2024
Q2
$595K Sell
2024
Q1
$598K Sell
2023
Q4
$501K Sell
2023
Q3
$511K Sell
2023
Q2
$1.04M Hold
2023
Q1
$1.03M Sell
2022
Q4
$969K Sell
2022
Q3
$867K Sell
2022
Q2
$1M Sell
2022
Q1
$2.62M Sell
2021
Q4
$4.17M Sell
2021
Q3
$4.64M Sell
2021
Q2
$5.01M Sell
2021
Q1
$6.61M Sell
2020
Q4
$5.83M Buy
2020
Q3
$5.7M Buy
2020
Q2
$1.36M Buy
2020
Q1
$492K Buy
2019
Q4
$479K Buy