Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$616K Sell
2025
Q2
$653K Sell
2025
Q1
$980K Sell
2024
Q4
$1.05M Sell
2024
Q3
$1.07M Sell
2024
Q2
$1.05M Sell
2024
Q1
$3.6M Sell
2023
Q4
$4.64M Sell
2023
Q3
$3.83M Sell
2023
Q2
$4.67M Sell
2023
Q1
$4.16M Buy
2022
Q4
$3.74M Sell
2022
Q3
$3.21M Sell
2022
Q2
$5.58M Buy
2022
Q1
$4.51M Buy
2021
Q4
$5.44M Sell
2021
Q3
$7.58M Buy
2021
Q2
$7.45M Buy
2021
Q1
$6.51M Sell
2020
Q4
$7.7M Sell
2020
Q3
$8.33M Sell
2020
Q2
$9.28M Sell
2020
Q1
$8.03M Buy
2019
Q4
$10.3M Buy
2019
Q3
$7.22M Buy