Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$387K Buy
2025
Q2
$406K Sell
2025
Q1
$654K Sell
2024
Q4
$1.05M Sell
2024
Q3
$1.11M Sell
2024
Q2
$1.19M Sell
2024
Q1
$7.76M Sell
2023
Q4
$7.13M Sell
2023
Q3
$7.19M Buy
2023
Q2
$7.33M Sell
2023
Q1
$14.8M Sell
2022
Q4
$18.1M Sell
2022
Q3
$15.7M Sell
2022
Q2
$17.3M Sell
2022
Q1
$21.4M Buy
2021
Q3
Sell
2021
Q2
$840K Buy