Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.18M Sell
2025
Q1
$3.96M Buy
2024
Q4
$3.63M Sell
2024
Q3
$4.5M Sell
2024
Q2
$4.95M Buy
2024
Q1
$4.12M Sell
2023
Q4
$4.93M Sell
2023
Q3
$4.02M Sell
2023
Q2
$4.44M Buy
2023
Q1
$2.14M Sell
2022
Q4
$2.03M Sell
2022
Q3
$1.67M Buy
2022
Q2
$1.64M Buy
2022
Q1
$1.41M Buy
2021
Q4
$960K Sell
2021
Q3
$885K Sell
2021
Q2
$963K Sell
2021
Q1
$1.08M Sell
2020
Q4
$862K Sell
2020
Q3
$698K Sell
2020
Q2
$727K Buy
2020
Q1
$486K Buy
2019
Q4
$488K Buy