Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.54M Sell
2025
Q2
$2.59M Sell
2025
Q1
$2.62M Sell
2024
Q4
$2.28M Sell
2024
Q3
$2.34M Sell
2024
Q2
$2.2M Buy
2024
Q1
$2.39M Sell
2023
Q4
$3.51M Sell
2023
Q3
$3.16M Sell
2023
Q2
$3.64M Buy
2023
Q1
$3.31M Sell
2022
Q4
$4.13M Buy
2022
Q3
$3.63M Buy
2022
Q2
$688K Sell
2022
Q1
$4.34M Sell
2021
Q4
$5.18M Sell
2021
Q3
$4.42M Buy
2021
Q2
$524K Sell
2021
Q1
$543K Buy
2020
Q4
$493K Buy
2020
Q3
$490K Buy
2020
Q2
$411K Sell
2020
Q1
$376K Sell
2019
Q4
$553K Buy