Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$317K Sell
2025
Q2
$296K Sell
2025
Q1
$293K Sell
2024
Q4
$754K Sell
2024
Q3
$1.38M Sell
2024
Q2
$11.9M Buy
2024
Q1
$11.7M Sell
2023
Q4
$11.3M Buy
2023
Q3
$9.93M Sell
2023
Q2
$9.03M Sell
2023
Q1
$8.72M Buy
2022
Q4
$8.84M Sell
2022
Q3
$7.22M Sell
2022
Q2
$8.52M Sell
2022
Q1
$12.7M Sell
2021
Q4
$15.2M Buy
2021
Q3
$13.2M Buy
2021
Q2
$16M Buy
2021
Q1
$15M Buy