Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$333K Sell
2025
Q2
$481K Sell
2025
Q1
$1.47M Sell
2024
Q4
$2.96M Buy
2024
Q3
$2.15M Buy
2024
Q2
$444K Sell
2024
Q1
$1.46M Sell
2023
Q4
$13.8M Sell
2023
Q3
$13.6M Sell
2023
Q2
$22.2M Sell
2023
Q1
$31.3M Sell
2022
Q4
$45.8M Sell
2022
Q3
$67.6M Sell
2022
Q2
$120M Buy
2022
Q1
$143M Sell
2021
Q4
$192M Sell
2021
Q3
$192M Sell
2021
Q2
$242M Buy