Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$781K Sell
2025
Q1
$763K Sell
2024
Q4
$11.9M Buy
2024
Q3
$10.4M Sell
2024
Q2
$10.3M Buy
2024
Q1
$11.1M Buy
2023
Q4
$10.2M Buy
2023
Q3
$9.02M Buy
2023
Q2
$7.97M Buy
2023
Q1
$7.89M Buy
2022
Q4
$7.58M Buy
2020
Q1
Sell
2019
Q4
$8.02M Sell
2019
Q3
$8.07M Buy
2019
Q2
$7.87M Buy
2018
Q3
Sell
2018
Q2
$4.76M Sell
2018
Q1
$7.11M Sell
2017
Q4
$6.73M Sell
2017
Q3
$6.39M Buy
2014
Q1
Sell
2013
Q4
$3.47M Buy