Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.04M Hold
2025
Q2
$1M Sell
2025
Q1
$1.08M Buy
2024
Q4
$1.24M Sell
2024
Q3
$1.21M Hold
2024
Q2
$1.33M Hold
2024
Q1
$1.28M Sell
2023
Q4
$1.27M Sell
2023
Q3
$1.34M Sell
2023
Q2
$3.4M Sell
2023
Q1
$3.75M Buy
2022
Q4
$1.24M Sell
2022
Q3
$1.39M Buy
2022
Q2
$1.33M Buy
2022
Q1
$924K Sell
2021
Q4
$1.24M Buy
2021
Q3
$815K Sell
2021
Q2
$2.83M Buy
2021
Q1
$2.28M Buy
2020
Q4
$1.2M Sell
2020
Q3
$1.25M Sell
2020
Q2
$717K Sell
2020
Q1
$623K Buy
2019
Q4
$629K Buy