Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$145K Sell
2025
Q2
$166K Sell
2025
Q1
$177K Sell
2024
Q4
$760K Sell
2024
Q3
$1.05M Sell
2024
Q2
$1.23M Sell
2024
Q1
$7.87M Sell
2023
Q4
$10.8M Sell
2023
Q3
$8.17M Buy
2023
Q2
$12.7M Buy
2023
Q1
$11.5M Buy
2022
Q4
$10.5M Sell
2022
Q3
$10.8M Sell
2022
Q2
$10.3M Sell
2022
Q1
$12.7M Buy
2021
Q4
$7.97M Buy
2021
Q3
$3.83M Buy
2021
Q2
$2.1M Hold
2021
Q1
$1.99M Hold
2020
Q4
$1.95M Buy