Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$523K Sell
2025
Q1
$637K Sell
2024
Q4
$868K Sell
2024
Q3
$1.14M Sell
2024
Q2
$962K Buy
2023
Q4
$1.06M Sell
2023
Q3
$1.25M Sell
2023
Q2
$1.51M Sell
2023
Q1
$1.96M Sell
2022
Q4
$1.84M Sell
2022
Q3
$2.75M Sell
2022
Q2
$2.24M Sell
2022
Q1
$4.57M Sell
2021
Q4
$7.55M Buy
2021
Q3
$9.99M Sell
2021
Q2
$11.6M Buy
2021
Q1
$8.95M Sell
2020
Q4
$8.65M Buy
2020
Q3
$6.73M Sell
2020
Q2
$6M Sell
2020
Q1
$3.48M Sell
2019
Q4
$3.98M Buy
2019
Q3
$772K Buy
2019
Q2
$207K Buy