Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$476K Sell
2025
Q1
$787K Sell
2024
Q4
$3.98M Sell
2024
Q3
$7.14M Sell
2024
Q2
$7.81M Buy
2024
Q1
$6.59M Buy
2023
Q4
$2.83M Buy
2023
Q3
$1.41M Sell
2023
Q2
$1.72M Sell
2023
Q1
$2.83M Sell
2022
Q4
$3.34M Sell
2022
Q3
$4.58M Sell
2022
Q2
$5.51M Sell
2022
Q1
$9.15M Buy
2021
Q4
$428K Sell
2021
Q3
$502K Buy
2021
Q2
$441K Sell
2021
Q1
$434K Buy
2020
Q4
$330K Buy
2020
Q3
$282K Buy