Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$456K Sell
2025
Q2
$232K Sell
2025
Q1
$459K Sell
2024
Q4
$1.26M Sell
2024
Q3
$4.52M Sell
2024
Q2
$2.86M Buy
2024
Q1
$2.93M Buy
2023
Q4
$4.83M Buy
2023
Q3
$4.55M Sell
2023
Q2
$6.21M Buy
2023
Q1
$6.39M Buy
2022
Q4
$3.87M Sell
2022
Q3
$6.63M Sell
2022
Q2
$8.8M Sell
2022
Q1
$9.34M Sell
2021
Q4
$14.7M Buy
2021
Q3
$7.82M Buy
2021
Q2
$10.1M Sell
2021
Q1
$8.98M Buy
2020
Q4
$8.35M Buy
2020
Q3
$992K Buy