Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$786K Sell
2025
Q2
$830K Sell
2025
Q1
$875K Sell
2024
Q4
$771K Sell
2024
Q3
$804K Sell
2024
Q2
$703K Sell
2024
Q1
$681K Sell
2023
Q4
$722K Sell
2023
Q3
$729K Sell
2023
Q2
$951K Sell
2023
Q1
$1.2M Sell
2022
Q4
$1.19M Sell
2022
Q3
$1.27M Buy
2022
Q2
$1.59M Sell
2022
Q1
$2.04M Sell
2021
Q4
$2.34M Sell
2021
Q3
$2.96M Buy