Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$510K Sell
2025
Q2
$575K Sell
2025
Q1
$467K Sell
2024
Q4
$535K Sell
2024
Q3
$799K Sell
2024
Q2
$941K Sell
2024
Q1
$1.41M Sell
2023
Q4
$1.29M Sell
2023
Q3
$1.2M Sell
2023
Q2
$1.3M Sell
2023
Q1
$1.56M Buy
2022
Q4
$1.75M Sell
2022
Q3
$2.2M Buy
2022
Q2
$2.11M Sell
2022
Q1
$6.29M Sell
2021
Q4
$7.72M Sell
2021
Q3
$10.3M Sell
2021
Q2
$12.4M Buy
2021
Q1
$11.1M Sell
2020
Q4
$9.81M Buy
2020
Q3
$4.89M Buy