Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.2M Sell
2024
Q4
$1.23M Buy
2024
Q3
$1.2M Buy
2024
Q2
$996K Sell
2024
Q1
$858K Buy
2023
Q4
$1.05M Sell
2023
Q3
$774K Sell
2023
Q2
$1.11M Buy
2023
Q1
$851K Sell
2022
Q4
$1.08M Sell
2022
Q3
$1.63M Sell
2022
Q2
$2.19M Sell
2022
Q1
$13.3M Sell
2021
Q4
$25.8M Buy
2021
Q3
$40.6M Buy
2021
Q2
$37.1M Buy
2021
Q1
$30M Buy
2020
Q4
$25.2M Buy
2020
Q3
$7.91M Buy
2020
Q2
$10.9M Buy