Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$57.4M Buy
2025
Q1
$50.4M Buy
2024
Q4
$56.6M Buy
2024
Q3
$47.4M Buy
2024
Q2
$31.4M Buy
2024
Q1
$34.6M Buy
2023
Q4
$16.9M Buy
2023
Q3
$111K Sell
2023
Q2
$241K Sell
2023
Q1
$223K Sell
2022
Q4
$264K Sell
2022
Q3
$443K Sell
2022
Q2
$433K Hold
2022
Q1
$574K Sell
2021
Q4
$878K Sell
2021
Q3
$1.77M Buy
2021
Q2
$579K Hold
2021
Q1
$644K Hold
2020
Q4
$699K Buy
2020
Q3
$690K Buy