Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$473K Sell
2025
Q2
$342K Sell
2025
Q1
$383K Buy
2024
Q4
$316K Sell
2024
Q3
$691K Sell
2024
Q2
$939K Buy
2024
Q1
$1.31M Sell
2023
Q4
$1.53M Sell
2023
Q3
$1.18M Sell
2023
Q2
$1.11M Sell
2023
Q1
$1.09M Buy
2022
Q4
$797K Sell
2022
Q3
$839K Sell
2022
Q2
$1.34M Buy
2022
Q1
$1.75M Buy
2021
Q4
$1.65M Buy
2021
Q3
$1.58M Buy
2021
Q2
$1.59M Buy
2021
Q1
$1.76M Sell
2020
Q4
$1.37M Buy