Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$450K Sell
2025
Q1
$718K Sell
2024
Q4
$1.11M Buy
2024
Q3
Sell
2024
Q2
$1.57M Sell
2024
Q1
$6.16M Sell
2023
Q4
$7.01M Sell
2023
Q3
$7.95M Sell
2023
Q2
$10.4M Sell
2023
Q1
$10.8M Sell
2022
Q4
$12.8M Sell
2022
Q3
$11.9M Sell
2022
Q2
$10.6M Buy
2022
Q1
$12M Sell
2021
Q4
$19.2M Buy
2021
Q3
$14.8M Buy
2021
Q2
$13.7M Buy
2021
Q1
$11.8M Buy
2020
Q4
$10.5M Buy
2015
Q2
Sell
2015
Q1
$249K Sell
2014
Q4
$251K Buy