Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$611K Sell
2025
Q2
$2.28M Buy
2025
Q1
$2.04M Buy
2024
Q4
$203K Sell
2024
Q3
$1.76M Sell
2024
Q2
$1.06M Buy
2024
Q1
$1.09M Sell
2023
Q4
$2.25M Sell
2023
Q3
$5.31M Sell
2023
Q2
$6.43M Buy
2023
Q1
$1.63M Sell
2022
Q4
$3.33M Buy
2022
Q3
$3.28M Sell
2022
Q2
$12M Buy
2022
Q1
$8.2M Sell
2021
Q4
$122M Buy
2021
Q3
$75.5M Sell
2021
Q2
$99M Buy
2021
Q1
$78.7M Buy
2020
Q4
$86.2M Sell
2020
Q3
$49.3M Buy