Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$954K Hold
2025
Q1
$832K Buy
2024
Q4
$529K Buy
2024
Q3
$323K Buy
2023
Q4
Sell
2023
Q3
$10.7M Sell
2023
Q2
$11.3M Buy
2023
Q1
$12.2M Sell
2022
Q4
$10.3M Sell
2022
Q3
$8.75M Sell
2022
Q2
$10.1M Sell
2022
Q1
$14.9M Sell
2021
Q4
$21.1M Sell
2021
Q3
$21.2M Buy
2021
Q2
$22.3M Sell
2021
Q1
$20.8M Sell
2020
Q4
$44.2M Buy
2020
Q3
$30.5M Buy