Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$589K Buy
2025
Q1
$447K Sell
2024
Q4
$558K Buy
2024
Q3
$553K Sell
2024
Q2
$534K Sell
2024
Q1
$553K Sell
2023
Q4
$21.5M Sell
2023
Q3
$19.5M Sell
2023
Q2
$18.4M Sell
2023
Q1
$18.7M Buy
2022
Q4
$16.9M Sell
2022
Q3
$15.5M Sell
2022
Q2
$17M Buy
2022
Q1
$20.3M Buy
2021
Q4
$22.6M Buy
2021
Q3
$19.2M Buy
2021
Q2
$18.8M Buy
2021
Q1
$17M Sell
2020
Q4
$20.3M Buy
2020
Q3
$16.4M Buy
2020
Q2
$13.1M Buy