Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$791K Buy
2025
Q2
$646K Sell
2025
Q1
$982K Buy
2024
Q4
$1.17M Buy
2024
Q3
$800K Buy
2024
Q2
$579K Sell
2024
Q1
$1.02M Sell
2023
Q4
$1.82M Sell
2023
Q3
$1.86M Sell
2023
Q2
$3.55M Buy
2023
Q1
$880K Buy
2022
Q4
$586K Sell
2022
Q3
$21.1M Sell
2022
Q2
$31.6M Buy
2022
Q1
$43.7M Sell
2021
Q4
$61.8M Sell
2021
Q3
$81.9M Sell
2021
Q2
$190M Buy
2021
Q1
$260M Buy