Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.12M Buy
2025
Q1
$2.99M Sell
2024
Q4
$3.44M Sell
2024
Q3
$3.67M Buy
2024
Q2
$2.13M Buy
2024
Q1
$847K Sell
2023
Q4
$902K Hold
2023
Q3
$797K Hold
2023
Q2
$930K Sell
2023
Q1
$1.11M Buy
2022
Q4
$871K Hold
2022
Q3
$765K Hold
2022
Q2
$774K Hold
2022
Q1
$880K Hold
2021
Q4
$767K Hold
2021
Q3
$879K Sell
2021
Q2
$948K Sell
2021
Q1
$907K Sell
2020
Q4
$1.47M Sell
2020
Q3
$4.26M Sell
2020
Q2
$6M Sell
2020
Q1
$15.1M Buy