Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$941K Buy
2025
Q2
$301K Buy
2024
Q2
Sell
2024
Q1
$54K Buy
2023
Q3
Sell
2023
Q2
$189K Buy
2023
Q1
$172K Buy
2022
Q4
$127K Sell
2022
Q3
$240K Sell
2022
Q2
$605K Buy
2022
Q1
$702K Sell
2021
Q4
$2.96M Sell
2021
Q3
$13.2M Sell
2021
Q2
$23.3M Sell
2021
Q1
$31.7M Sell
2020
Q4
$34.6M Buy
2020
Q3
$29.9M Buy
2020
Q2
$14.2M Buy
2020
Q1
$2.52M Buy