Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$30.5M Buy
2025
Q1
$21.3M Buy
2024
Q4
$19.6M Buy
2024
Q3
$16.6M Buy
2024
Q2
$13.5M Sell
2024
Q1
$12.7M Buy
2023
Q4
$9.72M Buy
2023
Q3
$5.57M Buy
2020
Q2
Sell
2020
Q1
$345K Sell
2019
Q4
$804K Hold
2019
Q3
$708K Buy
2017
Q1
Sell
2016
Q4
$1.2M Sell
2016
Q3
$1.25M Buy
2015
Q2
Sell
2015
Q1
$530K Sell
2014
Q4
$770K Buy
2014
Q3
$355K Buy