Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$621K Buy
2025
Q1
$136K Hold
2024
Q4
$141K Sell
2024
Q3
$81.5K Hold
2024
Q2
$71.7K Hold
2024
Q1
$84.8K Hold
2023
Q4
$88.9K Sell
2023
Q3
$87K Sell
2023
Q2
$210K Sell
2023
Q1
$519K Buy
2022
Q4
$559K Sell
2022
Q3
$2.56M Sell
2022
Q2
$7.33M Sell
2022
Q1
$37.9M Buy
2021
Q4
$40.6M Sell
2021
Q3
$74.3M Buy
2021
Q2
$84.1M Buy
2021
Q1
$28.9M Buy
2020
Q4
Sell
2020
Q3
$17.6M Buy