Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$324K Sell
2025
Q2
$633K Sell
2025
Q1
$756K Sell
2024
Q4
$875K Sell
2024
Q3
$1.07M Sell
2024
Q2
$1.66M Sell
2024
Q1
$2.27M Sell
2023
Q4
$2.4M Sell
2023
Q3
$30.4M Sell
2023
Q2
$38.1M Sell
2023
Q1
$40.4M Sell
2022
Q4
$2.98M Buy
2022
Q3
$2.75M Sell
2022
Q2
$3.27M Sell
2022
Q1
$4.46M Sell
2021
Q4
$5.82M Sell
2021
Q3
$6.42M Sell
2021
Q2
$7.25M Sell
2021
Q1
$7.51M Sell
2020
Q4
$7.9M Sell
2020
Q3
$5.57M Sell
2020
Q2
$6.37M Sell
2020
Q1
$5.92M Sell
2019
Q4
$7.84M Buy