Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.28M Sell
2025
Q1
$4.14M Sell
2024
Q4
$3.65M Sell
2024
Q3
$4.04M Sell
2024
Q2
$3.06M Sell
2024
Q1
$3.62M Sell
2023
Q4
$3.74M Sell
2023
Q3
$3.22M Sell
2023
Q2
$3.45M Hold
2023
Q1
$3.62M Sell
2022
Q4
$4.35M Sell
2022
Q3
$4.67M Hold
2022
Q2
$5.47M Buy
2022
Q1
$6.16M Buy
2021
Q4
$7.18M Hold
2021
Q3
$7.1M Hold
2021
Q2
$8.04M Hold
2021
Q1
$7.79M Hold
2020
Q4
$7.07M Hold
2020
Q3
$6.48M Sell
2020
Q2
$6.51M Hold
2020
Q1
$5.7M Buy
2019
Q4
$6.54M Sell
2019
Q3
$6.1M Hold
2019
Q2
$6.43M Hold
2019
Q1
$7.71M Buy
2018
Q4
$3.94M Buy