Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$785K Sell
2025
Q1
$711K Buy
2024
Q4
$894K Buy
2024
Q3
$645K Buy
2024
Q2
$271K Buy
2024
Q1
$224K Buy
2023
Q4
Sell
2023
Q3
$13.9M Buy
2023
Q2
$10.9M Buy
2023
Q1
$8.12M Hold
2022
Q4
$8.12M Sell
2022
Q3
$6.9M Buy
2022
Q2
$9.33M Sell
2022
Q1
$10.1M Hold
2021
Q4
$11.3M Sell
2021
Q3
$21M Sell
2021
Q2
$20.1M Buy
2021
Q1
$17.7M Buy
2020
Q4
$14.7M Buy
2020
Q3
$13.6M Sell
2020
Q2
$11.1M Buy
2020
Q1
$7.98M Buy