Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$754K Buy
2025
Q2
$760K Sell
2025
Q1
$1.22M Buy
2024
Q4
$670K Buy
2024
Q3
$474K Sell
2024
Q2
$1.8M Hold
2024
Q1
$1.97M Buy
2023
Q4
$1.93M Sell
2023
Q3
$6.78M Sell
2023
Q2
$50.7M Sell
2023
Q1
$84.7M Sell
2022
Q4
$82.8M Buy
2022
Q3
$52.3M Buy
2022
Q2
$2.49M Sell
2022
Q1
$3.31M Sell
2021
Q4
$3.3M Sell
2021
Q3
$3.58M Buy
2021
Q2
$2.42M Buy