Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$602K Sell
2025
Q2
$1.72M Sell
2025
Q1
$2.37M Buy
2024
Q4
$554K Sell
2024
Q3
$407K Sell
2024
Q2
$417K Sell
2024
Q1
$1.14M Sell
2023
Q4
$1.5M Buy
2023
Q3
$1.61M Sell
2023
Q2
$1.46M Buy
2023
Q1
$1.18M Sell
2022
Q4
$6.41M Buy
2022
Q3
$6.15M Sell
2022
Q2
$32.7M Sell
2022
Q1
$40.9M Sell
2021
Q4
$49M Sell
2021
Q3
$85.7M Sell
2021
Q2
$87.7M Buy