Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.08M Sell
2025
Q2
$1.19M Sell
2025
Q1
$1.21M Sell
2024
Q4
$1.09M Sell
2024
Q3
$1.15M Sell
2024
Q2
$1M Hold
2024
Q1
$1.05M Buy
2023
Q4
$876K Sell
2023
Q3
$969K Sell
2023
Q2
$949K Buy
2023
Q1
$742K Sell
2022
Q4
$825K Sell
2022
Q3
$782K Hold
2022
Q2
$686K Sell
2022
Q1
$651K Buy
2021
Q4
$458K Buy
2021
Q3
$416K Buy
2021
Q2
$432K Buy
2021
Q1
$367K Buy
2020
Q4
$280K Buy