Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$672K Hold
2025
Q2
$559K Hold
2025
Q1
$672K Hold
2024
Q4
$805K Sell
2024
Q3
$13.6M Sell
2024
Q2
$17.4M Sell
2024
Q1
$19.2M Sell
2023
Q4
$16.9M Sell
2023
Q3
$14.9M Sell
2023
Q2
$16.1M Sell
2023
Q1
$23.3M Buy
2022
Q4
$19.8M Sell
2022
Q3
$18.8M Sell
2022
Q2
$26.7M Buy
2022
Q1
$29.6M Sell
2021
Q4
$39.6M Sell
2021
Q3
$50.1M Buy
2021
Q2
$35.3M Buy
2021
Q1
$29.1M Sell
2020
Q4
$29.1M Buy
2020
Q3
$27M Sell
2020
Q2
$25.1M Sell
2020
Q1
$20.5M Buy
2019
Q4
$9.97M Buy