Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$5.14M Sell
2024
Q4
$13.2M Buy
2023
Q3
Sell
2023
Q2
$3.98M Buy
2021
Q3
Sell
2021
Q2
$3.26M Buy
2020
Q4
Sell
2020
Q3
$1.37M Buy
2020
Q2
Sell
2020
Q1
$457K Buy
2019
Q4
Sell
2019
Q3
$2.22M Sell
2019
Q2
$3.18M Buy
2018
Q2
Sell
2018
Q1
$251K Buy