Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$258K Sell
2025
Q2
$214K Sell
2025
Q1
$238K Sell
2024
Q4
$269K Sell
2024
Q3
$269K Sell
2024
Q2
$261K Sell
2024
Q1
$258K Sell
2023
Q4
$702K Sell
2023
Q3
$631K Buy
2023
Q2
$688K Sell
2023
Q1
$585K Sell
2022
Q4
$465K Sell
2022
Q3
$1.43M Sell
2022
Q2
$1.46M Sell
2022
Q1
$2M Sell
2021
Q4
$2.11M Sell
2021
Q3
$1.87M Buy
2021
Q2
$1.79M Sell
2021
Q1
$1.6M Buy