Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$15.3K Sell
2025
Q2
$501K Sell
2025
Q1
$497K Sell
2024
Q4
$994K Sell
2024
Q3
$1.13M Sell
2024
Q2
$1.11M Buy
2024
Q1
$1.24M Buy
2023
Q4
$1.24M Buy
2023
Q3
$587K Sell
2023
Q2
$549K Sell
2023
Q1
$865K Sell
2022
Q4
$844K Buy
2021
Q4
Sell
2021
Q3
$989K Buy
2021
Q2
$453K Sell
2021
Q1
$933K Buy
2020
Q4
$365K Sell
2020
Q3
$558K Buy
2020
Q2
$494K Sell
2020
Q1
$571K Buy