Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$434K Sell
2025
Q2
$407K Sell
2025
Q1
$428K Sell
2024
Q4
$405K Sell
2024
Q3
$408K Sell
2024
Q2
$337K Sell
2024
Q1
$456K Sell
2023
Q4
$456K Sell
2023
Q3
$588K Sell
2023
Q2
$733K Sell
2023
Q1
$815K Sell
2022
Q4
$909K Sell
2022
Q3
$850K Sell
2022
Q2
$979K Sell
2022
Q1
$1.08M Sell
2021
Q4
$1.3M Sell
2021
Q3
$1.23M Buy
2021
Q2
$1.18M Buy
2021
Q1
$1.2M Buy
2020
Q4
$1.14M Buy
2020
Q3
$972K Sell
2020
Q2
$884K Buy