Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$26M Sell
2025
Q1
$23.6M Buy
2024
Q4
$3M Sell
2024
Q3
$2.82M Buy
2024
Q2
$1.81M Buy
2024
Q1
$1.9M Buy
2023
Q4
$778K Buy
2023
Q3
$468K Sell
2023
Q2
$436K Buy
2023
Q1
$424K Buy
2022
Q4
$377K Buy
2022
Q3
$363K Sell
2022
Q2
$499K Sell
2022
Q1
$984K Sell
2021
Q4
$1.25M Buy
2021
Q3
$498K Buy
2021
Q2
$372K Buy
2021
Q1
$311K Buy