Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$700K Sell
2025
Q2
$587K Sell
2025
Q1
$466K Sell
2024
Q4
$677K Sell
2024
Q3
$3.48M Sell
2024
Q2
$4.07M Sell
2024
Q1
$3.81M Sell
2023
Q4
$3.13M Buy
2023
Q3
$950K Sell
2023
Q2
$1.13M Sell
2023
Q1
$1.07M Buy
2022
Q4
$848K Buy
2022
Q2
Sell
2022
Q1
$220K Sell
2021
Q4
$445K Sell
2021
Q3
$403K Buy
2021
Q2
$397K Buy
2021
Q1
$254K Buy
2020
Q3
Sell
2020
Q2
$292K Buy