Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
2025
Q1
$1.28M Buy
2024
Q4
$1.44M Buy
2024
Q3
$1.34M Sell
2024
Q2
$1.29M Sell
2024
Q1
$1.06M Buy
2023
Q4
$1.16M Sell
2023
Q3
$1.15M Buy
2023
Q2
$1.28M Buy
2023
Q1
$1.08M Buy
2022
Q4
$812K Sell
2022
Q3
$875K Sell
2022
Q2
$867K Buy
2022
Q1
$1.1M Sell
2021
Q4
$1.13M Sell
2021
Q3
$937K Buy
2021
Q2
$902K Sell
2021
Q1
$810K Sell
2020
Q4
$880K Hold
2020
Q3
$768K Sell
2020
Q2
$663K Sell
2020
Q1
$502K Buy
2019
Q4
$405K Buy