Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$415K Sell
2025
Q2
$315K Sell
2025
Q1
$388K Sell
2024
Q4
$371K Sell
2024
Q3
$485K Sell
2024
Q2
$778K Sell
2024
Q1
$1.95M Sell
2023
Q4
$3.62M Sell
2023
Q3
$2.78M Sell
2023
Q2
$2.75M Buy
2023
Q1
$2.31M Buy
2022
Q4
$1.67M Buy
2022
Q3
$1.18M Sell
2022
Q2
$1.72M Buy
2022
Q1
$1.96M Buy
2021
Q4
$1.59M Sell
2021
Q3
$1.51M Buy
2021
Q2
$1.54M Buy
2021
Q1
$1.63M Buy
2020
Q4
$1.09M Buy
2020
Q3
$957K Buy
2020
Q2
$1M Buy