Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$18.7M Buy
2024
Q3
$6.99M Buy
2024
Q1
Sell
2023
Q4
$4.57M Sell
2023
Q3
$5.28M Sell
2023
Q2
$6.81M Buy
2023
Q1
$2.53M Sell
2022
Q4
$4.45M Buy
2022
Q3
$3.9M Sell
2022
Q2
$3.5M Buy
2021
Q4
$3.8M Buy
2021
Q3
$388K Sell
2021
Q2
$2.92M Sell
2021
Q1
$4.34M Sell
2020
Q4
$5.36M Sell
2020
Q3
$10.6M Sell
2020
Q2
$6.16M Buy
2015
Q2
Sell
2015
Q1
$453K Sell
2014
Q4
$623K Buy