Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$491K Hold
2025
Q1
$471K Hold
2024
Q4
$503K Hold
2024
Q3
$514K Hold
2024
Q2
$484K Hold
2024
Q1
$475K Hold
2023
Q4
$412K Sell
2023
Q3
$18.9M Sell
2023
Q2
$20.3M Buy
2023
Q1
$18.1M Buy
2022
Q4
$363K Hold
2022
Q3
$312K Hold
2022
Q2
$325K Sell
2022
Q1
$13.9M Buy
2021
Q4
$841K Sell
2021
Q3
$817K Sell
2021
Q2
$33.4M Sell
2021
Q1
$43.4M Buy
2020
Q4
$33.3M Buy
2020
Q3
$25.1M Buy