Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$681K Sell
2025
Q1
$12.6M Buy
2024
Q4
$244K Sell
2024
Q3
$2.95M Sell
2024
Q2
$10.9M Sell
2024
Q1
$21M Hold
2023
Q4
$19.5M Sell
2023
Q3
$19.1M Buy
2023
Q2
$18.9M Buy
2023
Q1
$16.8M Sell
2022
Q4
$17.5M Sell
2022
Q3
$21.1M Buy
2022
Q2
$19.7M Sell
2022
Q1
$20M Sell
2021
Q4
$20.3M Buy
2021
Q3
$19.8M Buy