Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$927K Hold
2025
Q2
$662K Hold
2025
Q1
$540K Sell
2024
Q4
$861K Buy
2024
Q3
$413K Sell
2024
Q2
$316K Sell
2024
Q1
$612K Buy
2023
Q4
$861K Hold
2023
Q3
$867K Buy
2023
Q2
$906K Sell
2023
Q1
$739K Buy
2022
Q2
Sell
2022
Q1
$572K Sell
2021
Q4
$1.69M Buy
2021
Q3
$1.19M Buy
2021
Q2
$445K Sell
2021
Q1
$997K Sell
2020
Q4
$1.66M Buy
2020
Q3
$556K Buy
2020
Q2
$216K Buy