Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.26M Hold
2025
Q2
$1.2M Hold
2025
Q1
$940K Sell
2024
Q4
$779K Sell
2024
Q3
$971K Hold
2024
Q2
$939K Sell
2024
Q1
$1.02M Hold
2023
Q4
$816K Hold
2023
Q3
$610K Hold
2023
Q2
$572K Sell
2023
Q1
$429K Sell
2022
Q4
$336K Hold
2022
Q3
$361K Sell
2022
Q2
$286K Hold
2022
Q1
$498K Hold
2021
Q4
$586K Hold
2021
Q3
$626K Hold
2021
Q2
$700K Hold
2021
Q1
$761K Hold
2020
Q4
$712K Buy