Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-455,585
Closed -$63.1M 2887
2025
Q2
$63.1M Buy
455,585
+6,498
+1% +$877K 0.04% 421
2025
Q1
$71.8M Sell
449,087
-164,266
-27% -$24.2M 0.04% 376
2024
Q4
$81.5M Sell
613,353
-82,139
-12% -$11.5M 0.05% 358
2024
Q3
$94.1M Sell
695,492
-836,640
-55% -$116M 0.05% 321
2024
Q2
$227M Buy
1,532,132
+663,338
+76% +$102M 0.14% 124
2024
Q1
$133M Buy
868,794
+260,497
+43% +$37.8M 0.09% 215
2023
Q4
$87.8M Buy
608,297
+164,068
+37% +$24.1M 0.08% 266
2023
Q3
$68.1M Buy
444,229
+39,818
+10% +$6M 0.07% 295
2023
Q2
$55M Buy
404,411
+57,560
+17% +$7.88M 0.06% 332
2023
Q1
$45.9M Sell
346,851
-80,710
-19% -$11.2M 0.06% 362
2022
Q4
$60.5M Buy
427,561
+136,804
+47% +$18.8M 0.07% 297
2022
Q3
$31.8M Sell
290,757
-40,957
-12% -$4.54M 0.05% 379
2022
Q2
$35.6M Buy
331,714
+130,831
+65% +$14.8M 0.05% 385
2022
Q1
$21.7M Sell
200,883
-89,918
-31% -$8.53M 0.03% 574
2021
Q4
$21.5M Buy
290,801
+85,856
+42% +$6.96M 0.02% 652
2021
Q3
$16M Sell
204,945
-3,122
-2% -$230K 0.02% 693
2021
Q2
$18M Sell
208,067
-3,323
-2% -$268K 0.02% 657
2021
Q1
$15M Buy
211,390
+65
+0% +$4.16K 0.02% 685
2020
Q4
$11.2M Buy
211,325
+24,164
+13% +$1.1M 0.02% 756
2020
Q3
$7.68M Sell
187,161
-32,592
-15% -$1.55M 0.01% 795
2020
Q2
$11.4M Sell
219,753
-38,848
-15% -$1.78M 0.02% 610
2020
Q1
$8.52M Buy
258,601
+93,121
+56% +$5.04M 0.02% 644
2019
Q4
$11.1M Sell
165,480
-46,469
-22% -$3.04M 0.02% 783
2019
Q3
$12.8M Buy
211,949
+4,923
+2% +$307K 0.02% 725
2019
Q2
$13.2M Sell
207,026
-681
-0.3% -$42.1K 0.03% 695
2019
Q1
$12.5M Sell
207,707
-127,306
-38% -$7.01M 0.02% 689
2018
Q4
$13.6M Buy
335,013
+233,111
+229% +$13.3M 0.03% 661
2018
Q3
$7.29M Sell
101,902
-25,748
-20% -$1.7M 0.01% 981
2018
Q2
$8.54M Sell
127,650
-142,539
-53% -$8.52M 0.02% 880
2018
Q1
$13.7M Sell
270,189
-175,294
-39% -$8.59M 0.02% 705
2017
Q4
$21.1M Buy
445,483
+211,003
+90% +$9.52M 0.03% 468
2017
Q3
$11M Buy
234,480
+7,697
+3% +$326K 0.02% 761
2017
Q2
$9.95M Sell
226,783
-3,118
-1% -$146K 0.02% 765
2017
Q1
$11.1M Sell
229,901
-3,962
-2% -$210K 0.02% 676
2016
Q4
$14.6M Buy
233,863
+29,776
+15% +$1.63M 0.03% 584
2016
Q3
$10.9M Sell
204,087
-731
-0.4% -$39.2K 0.03% 643
2016
Q2
$12.3M Sell
204,818
-97,744
-32% -$5.66M 0.03% 590
2016
Q1
$15.9M Buy
302,562
+129,997
+75% +$5.75M 0.04% 476
2015
Q4
$8.37M Sell
172,565
-1,618
-0.9% -$91.8K 0.02% 755
2015
Q3
$8.72M Sell
174,183
-4,284
-2% -$245K 0.02% 646
2015
Q2
$11.9M Sell
178,467
-52,518
-23% -$3.73M 0.02% 577
2015
Q1
$15.7M Sell
230,985
-96,451
-29% -$6.88M 0.03% 516
2014
Q4
$24.2M Sell
327,436
-30,185
-8% -$2.39M 0.05% 391
2014
Q3
$33.7M Buy
357,621
+63,968
+22% +$6.33M 0.07% 274
2014
Q2
$29M Sell
293,653
-143,543
-33% -$13M 0.06% 314
2014
Q1
$36.2M Buy
437,196
+95,502
+28% +$7.59M 0.09% 236
2013
Q4
$28.4M Sell
341,694
-41,214
-11% -$3.35M 0.07% 301
2013
Q3
$29.6M Buy
382,908
+160,388
+72% +$11.9M 0.08% 279
2013
Q2
$14.8M Buy
+222,520
New +$15.4M 0.04% 413

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