Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$770K Sell
2025
Q2
$1.06M Sell
2025
Q1
$775K Sell
2024
Q4
$964K Sell
2024
Q3
$959K Sell
2024
Q2
$963K Sell
2024
Q1
$1.07M Sell
2023
Q4
$1.25M Buy
2023
Q3
$1.04M Sell
2023
Q2
$1.53M Buy
2023
Q1
$1.26M Sell
2022
Q4
$1.26M Sell
2022
Q3
$1.03M Sell
2022
Q2
$944K Sell
2022
Q1
$1.24M Buy
2021
Q4
$40K Sell
2021
Q3
$759K Buy
2021
Q2
$599K Buy
2021
Q1
$534K Buy
2020
Q4
$267K Buy