Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$21M Hold
2025
Q4
$24.4M Hold
2025
Q3
$23.7M Hold
2025
Q2
$24.7M Hold
2025
Q1
$24.3M Hold
2024
Q4
$22M Hold
2024
Q3
$19.1M Hold
2024
Q2
$18.2M Hold
2024
Q1
$19.4M Hold
2023
Q4
$18.1M Hold
2023
Q3
$16M Hold
2023
Q2
$16.5M Hold
2023
Q1
$15.7M Hold
2022
Q4
$14.4M Sell
2022
Q3
$13.1M Buy
2022
Q2
$14.4M Sell
2022
Q1
$16.2M Hold
2021
Q4
$15.9M Hold
2021
Q3
$16.3M Sell
2021
Q2
$17.2M Buy
2021
Q1
$15.6M Buy
2020
Q4
$669K Buy
2020
Q3
$338K Hold
2020
Q2
$327K Hold
2020
Q1
$273K Buy