Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.17M Sell
2025
Q2
$1.35M Sell
2025
Q1
$1.63M Sell
2024
Q4
$1.63M Sell
2024
Q3
$1.91M Sell
2024
Q2
$1.7M Sell
2024
Q1
$1.84M Buy
2023
Q4
$1.29M Sell
2023
Q3
$2.59M Buy
2023
Q2
$1.48M Sell
2023
Q1
$1.23M Buy
2022
Q4
$1.12M Buy
2022
Q3
$1.1M Buy
2022
Q2
$1.02M Buy
2022
Q1
$989K Sell
2021
Q4
$1.05M Buy
2021
Q3
$978K Sell
2021
Q2
$1.09M Buy
2021
Q1
$465K Sell
2020
Q4
$528K Sell
2020
Q3
$390K Sell
2020
Q2
$380K Buy