Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$292K Sell
2025
Q1
$290K Sell
2024
Q4
$309K Buy
2024
Q3
$335K Sell
2024
Q2
$338K Sell
2024
Q1
$366K Sell
2023
Q4
$521K Sell
2023
Q3
$17.6M Sell
2023
Q2
$31.3M Sell
2023
Q1
$29M Buy
2022
Q4
$21.5M Sell
2022
Q3
$24.9M Sell
2022
Q2
$29.7M Sell
2022
Q1
$36.7M Buy
2021
Q4
$27.2M Buy
2021
Q3
$16.5M Buy
2021
Q2
$13.3M Buy
2021
Q1
$4.94M Buy
2020
Q4
$3.82M Buy