Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$607K Sell
2025
Q2
$657K Buy
2025
Q1
$486K Hold
2024
Q4
$467K Sell
2024
Q3
$428K Sell
2024
Q2
$418K Sell
2024
Q1
$467K Buy
2023
Q4
$457K Sell
2023
Q3
$9.19M Sell
2023
Q2
$11.8M Sell
2023
Q1
$11.9M Sell
2022
Q4
$579K Sell
2022
Q3
$530K Sell
2022
Q2
$629K Sell
2022
Q1
$885K Sell
2021
Q4
$1.06M Sell
2021
Q3
$1.57M Sell
2021
Q2
$1.91M Sell
2021
Q1
$2.22M Sell
2020
Q4
$2.84M Sell
2020
Q3
$9.58M Sell
2020
Q2
$12.2M Sell
2020
Q1
$11.4M Sell
2019
Q4
$18.3M Buy