Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$301K Sell
2025
Q1
$369K Sell
2024
Q4
$528K Sell
2024
Q3
$1.03M Buy
2024
Q2
$758K Buy
2024
Q1
$660K Buy
2023
Q4
$237K Sell
2023
Q3
$397K Sell
2023
Q2
$999K Sell
2023
Q1
$1.61M Sell
2022
Q4
$1.58M Buy
2022
Q3
$983K Buy
2022
Q2
$493K Sell
2022
Q1
$818K Sell
2021
Q4
$1.86M Sell
2021
Q3
$8.68M Sell
2021
Q2
$7.16M Buy
2021
Q1
$4.7M Buy
2020
Q4
$633K Buy