Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$307K Sell
2025
Q2
$362K Sell
2025
Q1
$388K Sell
2024
Q4
$525K Sell
2024
Q3
$567K Sell
2024
Q2
$551K Sell
2024
Q1
$763K Sell
2023
Q4
$857K Sell
2023
Q3
$870K Sell
2023
Q2
$1.17M Sell
2023
Q1
$1.4M Sell
2022
Q4
$1.41M Sell
2022
Q3
$1.85M Sell
2022
Q2
$1.5M Sell
2022
Q1
$2.9M Sell
2021
Q4
$4.85M Sell
2021
Q3
$6.71M Sell
2021
Q2
$7.56M Sell
2021
Q1
$6.47M Sell
2020
Q4
$6.49M Sell
2020
Q3
$5.88M Sell
2020
Q2
$5.43M Sell
2020
Q1
$3.15M Sell
2019
Q4
$3.59M Sell
2019
Q3
$3.52M Buy