Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$279K Sell
2025
Q1
$414K Sell
2024
Q4
$1.39M Sell
2024
Q3
$61.8M Buy
2024
Q2
$57.6M Buy
2024
Q1
$65.3M Buy
2023
Q4
$54.8M Buy
2023
Q3
$50.2M Buy
2023
Q2
$59.4M Sell
2023
Q1
$45.9M Buy
2022
Q4
$42.5M Buy
2022
Q3
$24.2M Sell
2022
Q2
$33.4M Sell
2022
Q1
$36.1M Buy
2021
Q4
$30.1M Buy
2021
Q3
$29.5M Buy
2021
Q2
$29.7M Sell
2021
Q1
$32.1M Sell
2020
Q4
$24.8M Sell
2020
Q3
$24.1M Sell
2020
Q2
$24M Buy
2020
Q1
$12.3M Buy