Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$206K Sell
2025
Q1
$272K Sell
2024
Q4
$716K Sell
2024
Q3
$2.55M Sell
2024
Q2
$2.45M Sell
2024
Q1
$3.98M Sell
2023
Q4
$4.12M Buy
2023
Q3
$4.02M Sell
2023
Q2
$4.96M Buy
2023
Q1
$4.86M Sell
2022
Q4
$5.6M Sell
2022
Q3
$5.95M Sell
2022
Q2
$7.64M Sell
2022
Q1
$12.2M Sell
2021
Q4
$13.6M Buy
2021
Q3
$534K Buy