Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$477K Sell
2025
Q2
$465K Sell
2025
Q1
$763K Buy
2024
Q4
$693K Sell
2024
Q3
$696K Hold
2024
Q2
$583K Hold
2024
Q1
$654K Sell
2023
Q4
$716K Sell
2023
Q3
$1.03M Sell
2023
Q2
$3.61M Sell
2023
Q1
$4.58M Sell
2022
Q4
$5.01M Buy
2022
Q3
$4.3M Buy
2022
Q2
$4.67M Sell
2022
Q1
$7.33M Sell
2021
Q4
$11M Sell
2021
Q3
$10.9M Sell
2021
Q2
$12.1M Buy
2021
Q1
$10.5M Sell
2020
Q4
$11.2M Buy
2020
Q3
$11.5M Sell
2020
Q2
$12.1M Buy
2020
Q1
$9.2M Buy
2019
Q4
$7.68M Buy