Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$700K Sell
2025
Q1
$1.69M Sell
2024
Q4
$5.99M Sell
2024
Q3
$11.4M Sell
2024
Q2
$14.3M Sell
2024
Q1
$25.2M Buy
2023
Q4
$25.6M Sell
2023
Q3
$31.5M Sell
2023
Q2
$37.9M Sell
2023
Q1
$43.6M Buy
2022
Q4
$46.5M Sell
2022
Q3
$40.9M Buy
2022
Q2
$46.4M Sell
2022
Q1
$53.6M Buy
2021
Q4
$22M Buy
2021
Q3
$1.97M Buy
2021
Q2
$771K Hold
2021
Q1
$714K Hold
2020
Q4
$725K Sell
2020
Q3
$700K Buy