Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$584K Sell
2025
Q1
$636K Sell
2024
Q4
$1.5M Buy
2024
Q3
$760K Hold
2024
Q2
$897K Sell
2024
Q1
$9.71M Sell
2023
Q4
$14.4M Buy
2023
Q3
$15.2M Sell
2023
Q2
$15.3M Buy
2023
Q1
$14.4M Buy
2022
Q4
$4.25M Buy
2022
Q3
$4.01M Buy
2022
Q2
$2.55M Buy
2022
Q1
$885K Sell
2021
Q4
$1.34M Sell
2021
Q3
$1.3M Sell
2021
Q2
$1.6M Sell
2021
Q1
$4.83M Sell
2020
Q4
$4.89M Sell
2020
Q3
$5.5M Sell
2020
Q2
$5.18M Sell
2020
Q1
$4.66M Buy
2019
Q4
$5.07M Buy