Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20K Sell
2025
Q1
$17K Sell
2024
Q4
$64.6M Buy
2024
Q1
Sell
2023
Q4
$55.7M Hold
2023
Q3
$56M Buy
2022
Q4
Sell
2022
Q3
$29.5M Hold
2022
Q2
$25M Sell
2022
Q1
$63M Hold
2021
Q4
$61.8M Buy