Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$779K Sell
2025
Q4
$902K Sell
2025
Q3
$822K Sell
2025
Q2
$1.05M Buy
2025
Q1
$461K Buy
2024
Q4
$619K Sell
2024
Q3
$1.13M Sell
2024
Q2
$9.09M Buy
2024
Q1
$1.59M Sell
2023
Q4
$11.7M Sell
2023
Q3
$18M Buy
2023
Q2
$7.44M Sell
2023
Q1
$13.6M Buy
2022
Q4
$13.9M Sell
2022
Q3
$9.88M Sell
2022
Q2
$13.3M Buy
2022
Q1
$12M Sell
2021
Q4
$19.4M Buy
2021
Q3
$23.1M Buy
2021
Q2
$10.7M Buy
2021
Q1
$25.5K Buy