Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$378K Sell
2025
Q2
$453K Sell
2025
Q1
$497K Sell
2024
Q4
$485K Sell
2024
Q3
$657K Sell
2024
Q2
$1.31M Sell
2024
Q1
$1.27M Sell
2023
Q4
$1.14M Sell
2023
Q3
$987K Sell
2023
Q2
$1.31M Sell
2023
Q1
$1.23M Sell
2022
Q4
$1.38M Buy
2022
Q3
$1.07M Buy
2022
Q2
$905K Buy
2022
Q1
$588K Buy
2021
Q4
$345K Sell
2021
Q3
$442K Sell
2021
Q2
$550K Sell
2021
Q1
$484K Sell
2020
Q4
$471K Sell
2020
Q3
$478K Sell
2020
Q2
$416K Buy