Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$777K Sell
2025
Q2
$723K Sell
2025
Q1
$1.62M Buy
2024
Q4
$1.52M Sell
2024
Q3
$2.75M Sell
2024
Q2
$3.25M Sell
2024
Q1
$3.57M Sell
2023
Q4
$14.5M Sell
2023
Q3
$16.6M Buy
2023
Q2
$12.6M Sell
2023
Q1
$10.9M Buy
2022
Q4
$9.44M Buy
2022
Q3
$7.96M Buy
2022
Q2
$8.42M Sell
2022
Q1
$10.3M Sell
2021
Q4
$14.8M Buy
2021
Q3
$10.1M Buy
2021
Q2
$4.14M Buy
2021
Q1
$3.31M Sell
2020
Q4
$4.12M Buy
2020
Q3
$3.54M Buy
2020
Q2
$3.09M Sell
2020
Q1
$2.59M Buy