Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$150K Sell
2025
Q2
$135K Sell
2025
Q1
$236K Sell
2024
Q4
$642K Sell
2024
Q3
$1.86M Sell
2024
Q2
$1.93M Sell
2024
Q1
$2.87M Sell
2023
Q4
$2.93M Sell
2023
Q3
$2.92M Sell
2023
Q2
$3.88M Sell
2023
Q1
$3.96M Sell
2022
Q4
$4.5M Sell
2022
Q3
$5.07K Sell
2022
Q2
$6.44K Sell
2022
Q1
$9.6M Sell
2021
Q4
$13.7M Buy
2021
Q3
$652K Buy
2021
Q2
Sell
2021
Q1
$88K Buy
2020
Q4
$4K Buy
2020
Q3
$1K Buy