Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$26.2M Sell
2025
Q1
$28.4M Sell
2024
Q4
$33M Sell
2024
Q3
$32.5M Buy
2024
Q2
$35.3M Sell
2024
Q1
$36M Buy
2023
Q1
Sell
2022
Q4
$204K Sell
2022
Q3
$327K Sell
2022
Q2
$509K Buy
2022
Q1
$346K Buy
2018
Q4
Sell
2018
Q3
$265K Hold
2018
Q2
$250K Hold
2018
Q1
$264K Hold
2017
Q4
$274K Hold
2017
Q3
$248K Hold
2017
Q2
$239K Buy