Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$386K Sell
2025
Q2
$423K Hold
2025
Q1
$406K Buy
2024
Q3
Sell
2024
Q2
$6.48M Sell
2024
Q1
$7.22M Sell
2023
Q4
$6.3M Sell
2023
Q3
$5.49M Sell
2023
Q2
$5.87M Sell
2023
Q1
$5.28M Sell
2022
Q4
$33.8M Sell
2022
Q3
$54.4M Buy
2022
Q2
$53.6M Buy
2022
Q1
$9.47M Sell
2021
Q4
$30.2M Sell
2021
Q3
$41.5M Sell
2021
Q2
$43.2M Buy
2021
Q1
$17.9M Buy
2020
Q4
$298K Buy