Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$598K Sell
2025
Q2
$1.53M Sell
2025
Q1
$4.95M Sell
2024
Q4
$7.62M Sell
2024
Q3
$9.85M Sell
2024
Q2
$9.74M Sell
2024
Q1
$10.7M Sell
2023
Q4
$11.1M Sell
2023
Q3
$11.7M Sell
2023
Q2
$12.3M Sell
2023
Q1
$11.1M Sell
2022
Q4
$11.7M Sell
2022
Q3
$11.7M Buy
2022
Q2
$14.2M Buy
2022
Q1
$16.1M Buy
2021
Q4
$15.3M Buy
2021
Q3
$12.6M Buy
2021
Q2
$11.9M Buy
2021
Q1
$9.93M Buy
2020
Q4
$6.82M Buy
2020
Q3
$3.79M Buy