Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$5.67M Hold
2025
Q1
$6.13M Hold
2024
Q4
$5.96M Buy
2024
Q3
$866K Buy
2022
Q2
Sell
2022
Q1
$1.01M Buy
2021
Q4
$581K Sell
2021
Q3
$6.49M Hold
2021
Q2
$7.24M Sell
2021
Q1
$9.53M Buy
2020
Q2
Sell
2020
Q1
$1.09M Hold
2019
Q4
$1.38M Sell
2019
Q3
$1.98M Buy
2019
Q2
$1.3M Hold
2019
Q1
$1.27M Hold
2018
Q4
$1.24M Hold
2018
Q3
$1.41M Sell
2018
Q2
$1.54M Buy
2018
Q1
$1.52M Buy