Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$363K Sell
2025
Q2
$579K Sell
2025
Q1
$1.34M Sell
2024
Q4
$896K Sell
2024
Q3
$1.13M Sell
2024
Q2
$774K Sell
2024
Q1
$782K Buy
2023
Q4
$644K Sell
2023
Q3
$1.26M Buy
2023
Q2
$1.2M Sell
2023
Q1
$1.64M Buy
2022
Q4
$1.2M Sell
2022
Q3
$1.57M Sell
2022
Q2
$2.4M Sell
2022
Q1
$3.02M Buy
2021
Q4
$2.65M Sell
2021
Q3
$6.71M Sell
2021
Q2
$10.8M Buy
2021
Q1
$10M Buy
2019
Q3
Sell
2019
Q2
$7.36M Buy
2019
Q1
$7.86M Sell
2018
Q4
$6.83M Buy