Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$21.8K Sell
2025
Q2
$30.3K Buy
2024
Q2
Sell
2024
Q1
$235K Sell
2023
Q4
$285K Sell
2023
Q3
$4.78M Sell
2023
Q2
$5.6M Sell
2023
Q1
$5.23M Buy
2022
Q4
$5.34M Buy
2022
Q3
$4.24M Buy
2022
Q2
$2.19M Sell
2022
Q1
$4.39M Buy
2021
Q4
$5.25M Buy
2021
Q3
$4.18M Buy
2021
Q2
$3.75M Sell
2021
Q1
$3.15M Buy
2020
Q4
$2.68M Buy
2020
Q3
$1.28M Buy
2020
Q2
$767K Buy
2020
Q1
Sell
2019
Q4
$829K Buy