Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$860K Sell
2025
Q2
$839K Buy
2025
Q1
$372K Sell
2024
Q4
$549K Sell
2024
Q3
$1.03M Sell
2024
Q2
$673K Sell
2024
Q1
$1.02M Sell
2023
Q4
$2.23M Sell
2023
Q3
$3.14M Buy
2023
Q2
$2.68M Sell
2023
Q1
$3M Buy
2022
Q4
$2.71M Buy
2022
Q3
$3.8M Buy
2022
Q2
$5.21M Sell
2022
Q1
$5.1M Sell
2021
Q4
$8.21M Sell
2021
Q3
$9.38M Sell
2021
Q2
$15.2M Sell
2021
Q1
$11.3M Buy
2020
Q4
$12.7M Buy
2020
Q3
$4.93M Buy
2020
Q2
$1.46M Buy
2020
Q1
$417K Buy