Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.3M Hold
2025
Q1
$12.7M Hold
2024
Q4
$12.9M Hold
2024
Q3
$14.4M Hold
2024
Q2
$13.5M Hold
2024
Q1
$14.9M Hold
2023
Q4
$15.1M Sell
2023
Q3
$15.6M Sell
2023
Q2
$14.8M Hold
2023
Q1
$13.5M Hold
2022
Q4
$12.4M Hold
2022
Q3
$10.4M Hold
2022
Q2
$14M Hold
2022
Q1
$16.7M Hold
2021
Q4
$17.9M Hold
2021
Q3
$19.9M Buy
2021
Q2
$12.4M Hold
2021
Q1
$11.7M Hold
2020
Q4
$11.4M Buy
2015
Q2
Sell
2015
Q1
$243K Hold
2014
Q4
$249K Buy