Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$847K Sell
2025
Q1
$2.19M Buy
2024
Q4
$824K Sell
2024
Q3
$369K Sell
2024
Q2
$479K Sell
2024
Q1
$8.56M Sell
2023
Q4
$11.4M Sell
2023
Q3
$15.4M Buy
2023
Q2
$21.1M Buy
2023
Q1
$13.9M Buy
2022
Q4
$2.15M Sell
2022
Q3
$2.48M Sell
2022
Q2
$4.06M Buy
2022
Q1
$4.54M Sell
2021
Q4
$10.4M Buy
2021
Q3
$12.8M Sell
2021
Q2
$15M Sell
2021
Q1
$16.1M Buy
2020
Q4
$17.2M Sell
2020
Q3
$8.47M Buy
2020
Q2
$6.58M Buy
2020
Q1
$1.86M Sell
2019
Q4
$6.5M Buy