Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$298K Sell
2025
Q2
$323K Sell
2025
Q1
$376K Sell
2024
Q4
$373K Sell
2024
Q3
$498K Sell
2024
Q2
$540K Sell
2024
Q1
$914K Sell
2023
Q4
$994K Sell
2023
Q3
$1.05M Buy
2023
Q1
$1.27M Sell
2022
Q4
$1.34M Sell
2022
Q3
$1.47M Buy
2022
Q2
$1.27M Sell
2022
Q1
$1.83M Sell
2021
Q4
$1.46M Buy
2021
Q3
$1.17M Buy
2021
Q2
$1.03M Buy
2021
Q1
$404K Buy