Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$411K Sell
2025
Q1
$461K Sell
2024
Q4
$540K Sell
2024
Q3
$627K Buy
2024
Q2
$601K Sell
2024
Q1
$732K Sell
2023
Q4
$868K Sell
2023
Q3
$1.01M Sell
2023
Q2
$1.13M Sell
2023
Q1
$1.31M Sell
2022
Q4
$1.8M Sell
2022
Q3
$2.16M Sell
2022
Q2
$2.67M Buy
2022
Q1
$2.46M Sell
2021
Q4
$4.98M Sell
2021
Q3
$3.83M Sell
2021
Q2
$3.55M Sell
2021
Q1
$3.64M Sell
2020
Q4
$3.77M Sell
2020
Q3
$3.74M Buy