Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$580K Sell
2025
Q3
$598K Sell
2025
Q2
$731K Sell
2025
Q1
$772K Sell
2024
Q4
$1.89M Sell
2024
Q3
$2.57M Sell
2024
Q2
$2.55M Sell
2024
Q1
$6.46M Sell
2023
Q4
$7.9M Sell
2023
Q3
$7.89M Buy
2023
Q2
$2.89M Sell
2023
Q1
$9.62M Sell
2022
Q4
$9.03M Buy
2022
Q3
$9.17M Buy
2022
Q2
$11M Sell
2022
Q1
$12.1M Buy
2021
Q4
$18.1M Buy
2021
Q3
$18.2M Buy
2021
Q2
$5.69M Sell
2021
Q1
$7.63M Buy
2020
Q4
$2.87M Buy