Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$515K Sell
2025
Q2
$439K Sell
2025
Q1
$513K Sell
2024
Q4
$1.21M Sell
2024
Q3
$1.2M Sell
2024
Q2
$1.12M Sell
2024
Q1
$1.19M Sell
2023
Q4
$2.84M Sell
2023
Q3
$2.74M Sell
2023
Q2
$3.24M Buy
2023
Q1
$2.67M Sell
2022
Q4
$2.15M Buy
2022
Q3
$1.21M Sell
2022
Q2
$5.57M Buy
2022
Q1
$1.91M Buy
2021
Q4
$1.91M Buy
2021
Q3
$1.51M Buy
2021
Q2
$1.41M Sell
2021
Q1
$1.43M Buy
2020
Q4
$1.51M Buy