Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3M Sell
2025
Q2
$3.7M Sell
2025
Q1
$4.04M Sell
2024
Q4
$4.05M Sell
2024
Q3
$4.31M Sell
2024
Q2
$3.68M Hold
2024
Q1
$4.24M Hold
2023
Q4
$4M Sell
2023
Q3
$3.46M Hold
2023
Q2
$3.21M Hold
2023
Q1
$3.03M Hold
2022
Q4
$2.74M Hold
2022
Q3
$2.99M Hold
2022
Q2
$3.43M Hold
2022
Q1
$3.12M Hold
2021
Q4
$4.17M Hold
2021
Q3
$3.94M Sell
2021
Q2
$4.51M Sell
2021
Q1
$5.4M Sell
2020
Q4
$4.7M Sell
2020
Q3
$3.36M Sell
2020
Q2
$3.53M Hold
2020
Q1
$3.58M Sell
2019
Q4
$3.49M Sell
2019
Q3
$3.48M Hold
2019
Q2
$3.02M Buy