Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$769K Sell
2025
Q1
$12M Sell
2024
Q4
$16.2M Buy
2024
Q3
$11.5M Buy
2024
Q2
$11.3M Buy
2024
Q1
$9.35M Buy
2023
Q4
$9.77M Buy
2023
Q3
$5.04M Sell
2023
Q2
$6.07M Buy
2023
Q1
$4.89M Buy
2022
Q4
$2.55M Buy
2022
Q1
Sell
2021
Q4
$207K Buy
2021
Q3
Sell
2021
Q2
$11.7M Buy