Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$651K Sell
2025
Q1
$13.4M Sell
2024
Q4
$17.6M Buy
2024
Q3
$16.8M Buy
2024
Q2
$17.9M Buy
2024
Q1
$19.2M Buy
2023
Q4
$14.2M Buy
2023
Q3
$11.2M Sell
2023
Q2
$21.4M Sell
2023
Q1
$17.4M Sell
2022
Q4
$13.6M Sell
2022
Q3
$12.9M Sell
2022
Q2
$13.1M Sell
2022
Q1
$17.4M Sell
2021
Q4
$31.7M Sell
2021
Q3
$28.4M Buy
2021
Q2
$25M Buy
2021
Q1
$24.6M Buy
2020
Q4
$14.9M Buy