Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16M Sell
2025
Q1
$15.4M Sell
2024
Q4
$17.4M Buy
2024
Q3
$17.3M Buy
2024
Q2
$13.2M Buy
2024
Q1
$15M Buy
2023
Q4
$2.8M Buy
2023
Q3
$2.15M Buy
2023
Q2
$1.05M Buy
2023
Q1
$236K Buy
2022
Q1
Sell
2021
Q4
$337K Buy
2021
Q3
$251K Buy
2021
Q2
$247K Buy
2021
Q1
$212K Buy
2016
Q2
Sell
2016
Q1
$289K Buy
2015
Q4
$251K Buy