Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.18M Sell
2025
Q1
$5.15M Sell
2024
Q4
$4.65M Sell
2024
Q3
$5.54M Sell
2024
Q2
$5.17M Buy
2022
Q4
Sell
2022
Q3
$4.31M Hold
2022
Q2
$4.6M Buy
2022
Q1
$5M Buy
2021
Q4
$5.3M Hold
2021
Q3
$4.49M Hold
2021
Q2
$4.42M Hold
2021
Q1
$4.29M Hold
2020
Q4
$4.03M Hold
2020
Q3
$3.64M Sell
2020
Q2
$3.35M Hold
2020
Q1
$2.73M Buy
2019
Q4
$2.98M Hold
2019
Q3
$2.72M Hold
2019
Q2
$2.82M Hold
2019
Q1
$2.47M Buy