Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$651K Sell
2025
Q1
$10.9M Sell
2024
Q4
$36.3M Sell
2024
Q3
$56.1M Buy
2024
Q2
$56.7M Buy
2024
Q1
$4.72M Buy
2023
Q4
Sell
2023
Q3
$531K Sell
2023
Q2
$819K Hold
2023
Q1
$572K Hold
2022
Q4
$481K Sell
2022
Q3
$4.57M Buy
2021
Q3
Sell
2021
Q2
$1.74M Buy
2020
Q1
Sell
2019
Q4
$224K Buy