Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$109K Sell
2025
Q2
$278K Hold
2025
Q1
$289K Sell
2024
Q4
$677K Sell
2024
Q3
$1.41M Sell
2024
Q2
$1.77M Sell
2024
Q1
$10.4M Sell
2023
Q4
$9.76M Sell
2023
Q3
$12.8M Sell
2023
Q2
$13.9M Sell
2023
Q1
$12.9M Sell
2022
Q4
$13.9M Sell
2022
Q3
$12M Sell
2022
Q2
$14.3M Sell
2022
Q1
$19.3M Sell
2021
Q4
$19.1M Sell
2021
Q3
$20.7M Sell
2021
Q2
$20.9M Sell
2021
Q1
$29.1M Buy
2020
Q4
$16.8M Buy
2020
Q3
$10.5M Buy