Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$808K Buy
2025
Q1
$792K Buy
2024
Q4
$747K Sell
2024
Q3
$892K Buy
2024
Q2
$1.15M Sell
2024
Q1
$1.15M Buy
2023
Q4
$1.53M Sell
2023
Q3
$1.29M Sell
2023
Q2
$1.83M Sell
2023
Q1
$1.85M Sell
2022
Q4
$2.68M Sell
2022
Q3
$3.71M Sell
2022
Q2
$6.3M Buy
2022
Q1
$15.1M Buy
2021
Q4
$18.6M Buy
2021
Q3
$27.9M Hold
2021
Q2
$25.7M Sell
2021
Q1
$20.8M Buy
2020
Q4
$19.8M Sell
2020
Q3
$14.8M Buy
2020
Q2
$10.5M Buy
2020
Q1
$4.97M Buy