Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.54M Sell
2025
Q1
$1.35M Buy
2024
Q4
$667K Sell
2024
Q3
$1.2M Hold
2024
Q2
$1.16M Buy
2024
Q1
$1M Buy
2021
Q4
Sell
2021
Q3
$448K Hold
2021
Q2
$501K Buy
2021
Q1
$491K Sell
2020
Q4
$858K Sell
2020
Q3
$17.9M Hold
2020
Q2
$15.2M Hold
2020
Q1
$13.7M Buy