Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$5.28M Buy
2024
Q3
$2.22M Buy
2024
Q2
$704K Buy
2024
Q1
$505K Buy
2023
Q4
Hold
2023
Q3
Sell
2023
Q2
$1.49M Buy
2023
Q1
Sell
2022
Q4
$43.6M Buy
2022
Q3
$27.2M Buy
2022
Q2
$1.39M Sell
2022
Q1
$31.8M Sell
2021
Q4
$32.8M Sell
2021
Q3
$52.5M Buy
2021
Q2
$48.4M Sell
2021
Q1
$68.2M Buy
2020
Q4
$30.1M Buy
2020
Q3
$17.5M Buy
2020
Q2
$8.28M Sell
2020
Q1
$10.3M Buy