Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$920K Sell
2025
Q1
$920K Sell
2024
Q4
$1.12M Sell
2024
Q3
$1.4M Sell
2024
Q2
$1.72M Buy
2024
Q1
$456K Buy
2023
Q3
Sell
2023
Q2
$22.6M Sell
2023
Q1
$57.1M Buy
2022
Q4
$49.1M Buy
2022
Q3
$32.2M Buy
2022
Q2
$23.1M Buy
2022
Q1
$27.1M Buy
2021
Q4
$13M Sell
2021
Q3
$13.9M Sell
2021
Q2
$19.9M Buy
2021
Q1
$15.6M Buy