Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8M Sell
2025
Q1
$11.2M Buy
2024
Q4
$943K Sell
2024
Q3
$13.4M Buy
2024
Q2
$9.73M Buy
2024
Q1
$2.99M Buy
2023
Q4
$1.17M Sell
2023
Q3
$1.01M Buy
2023
Q2
$698K Sell
2023
Q1
$1.69M Buy
2022
Q4
$1.24M Sell
2022
Q3
$1.98M Buy
2022
Q2
$1.31M Buy
2021
Q4
$9.69M Buy
2021
Q3
$7.05M Buy
2021
Q2
$4.08M Buy
2021
Q1
$992K Sell
2020
Q4
$4.54M Sell
2020
Q3
$5.4M Sell
2020
Q2
$5.17M Buy