Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$464K Sell
2025
Q2
$508K Sell
2025
Q1
$593K Sell
2024
Q4
$665K Sell
2024
Q3
$4.75M Sell
2024
Q2
$4.18M Sell
2024
Q1
$5.86M Buy
2023
Q4
$7.14M Buy
2023
Q3
$4.12M Sell
2023
Q2
$3.94M Sell
2023
Q1
$4.41M Buy
2022
Q4
$2.6M Buy
2022
Q3
$2.62M Buy
2022
Q2
$2.13M Sell
2022
Q1
$6.9M Buy
2021
Q4
$3.6M Buy
2021
Q3
$4.4M Sell
2021
Q2
$7.5M Sell
2021
Q1
$7.03M Buy
2020
Q4
$6.71M Buy