Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.53M Sell
2025
Q1
$33.9M Buy
2024
Q4
$30.2M Sell
2024
Q3
$31.3M Buy
2024
Q2
$3.08M Sell
2024
Q1
$3.37M Buy
2023
Q4
$3.27M Sell
2023
Q3
$3.19M Sell
2023
Q2
$3.45M Buy
2016
Q2
Sell
2016
Q1
$331K Buy
2015
Q4
$319K Buy
2015
Q3
$421K Hold
2015
Q2
$345K Buy