Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$238K Sell
2025
Q2
$316K Sell
2025
Q1
$575K Sell
2024
Q4
$6.26M Sell
2024
Q3
$8.36M Sell
2024
Q2
$14.7M Buy
2024
Q1
$17.6M Buy
2023
Q4
$17.6M Buy
2023
Q3
$11.9M Buy
2023
Q2
$2.86M Buy
2022
Q1
Sell
2021
Q4
$465K Sell
2021
Q3
$579K Hold
2021
Q2
$692K Sell
2021
Q1
$626K Buy
2020
Q3
Sell
2020
Q2
$1K Buy