Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.25M Buy
2025
Q1
$1.72M Sell
2024
Q4
$1.99M Sell
2024
Q3
$2.86M Buy
2024
Q2
$866K Buy
2024
Q1
$201K Hold
2023
Q4
$164K Sell
2023
Q3
$140K Sell
2023
Q2
$625K Sell
2023
Q1
$1.08M Sell
2022
Q4
$3.72M Sell
2022
Q3
$3.99M Buy
2022
Q2
$4.21M Buy
2022
Q1
$4.28M Sell
2021
Q4
$10.7M Buy
2021
Q3
$10.4M Sell
2021
Q2
$14M Sell
2021
Q1
$29.8M Sell
2020
Q4
$77.3M Buy
2020
Q3
$44.9M Buy
2020
Q2
$24M Buy