Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$852K Sell
2025
Q1
$1.1M Buy
2024
Q4
$690K Buy
2024
Q3
$701K Sell
2024
Q2
$891K Sell
2024
Q1
$1.28M Sell
2023
Q4
$1.28M Sell
2023
Q3
$1.25M Buy
2023
Q2
$1.26M Buy
2023
Q1
$1.22M Buy
2022
Q4
$913K Sell
2022
Q3
$1.01M Buy
2020
Q4
Sell
2020
Q3
$1.26M Sell
2020
Q2
$1.71M Sell
2020
Q1
$2.57M Sell
2019
Q4
$29.6M Sell
2019
Q3
$25.7M Buy
2019
Q2
$28.6M Buy
2019
Q1
$508K Buy