Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$267K Sell
2025
Q2
$316K Sell
2025
Q1
$341K Buy
2024
Q4
$400K Sell
2024
Q3
$511K Sell
2024
Q2
$798K Sell
2024
Q1
$1.95M Sell
2023
Q4
$2.31M Sell
2023
Q3
$2.23M Sell
2023
Q2
$2.97M Sell
2023
Q1
$3.33M Buy
2022
Q4
$3.13M Sell
2022
Q3
$2.28M Buy
2022
Q2
$2.76M Sell
2022
Q1
$3.67M Sell
2021
Q4
$4.63M Sell
2021
Q3
$4.02M Buy
2021
Q2
$4.26M Sell
2021
Q1
$3.7M Sell
2020
Q4
$4.07M Buy