Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.35M Hold
2025
Q1
$7.93M Sell
2024
Q4
$8.54M Sell
2024
Q3
$13.7M Sell
2024
Q2
$17.7M Buy
2024
Q1
$17.9M Buy
2023
Q4
$13M Sell
2023
Q3
$13M Buy
2023
Q2
$8.81M Buy
2022
Q1
Sell
2021
Q4
$909K Buy
2021
Q3
$817K Buy
2021
Q2
$405K Buy
2018
Q1
Sell
2017
Q4
$58.5M Buy
2017
Q3
$10.8M Buy
2017
Q2
$503K Hold
2017
Q1
$492K Hold
2016
Q4
$489K Buy