Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.47M Sell
2025
Q1
$9M Sell
2024
Q4
$8.22M Buy
2024
Q3
$7.72M Buy
2024
Q2
$4.26M Buy
2024
Q1
$2.04M Buy
2023
Q4
$1.48M Buy
2023
Q3
$366K Sell
2023
Q2
$314K Buy
2023
Q1
$296K Sell
2022
Q4
$807K Buy
2022
Q3
$650K Sell
2022
Q2
$1.14M Sell
2022
Q1
$1.43M Sell
2021
Q4
$1.55M Buy
2021
Q3
$1.31M Sell
2021
Q2
$1.5M Buy
2021
Q1
$1.27M Buy
2020
Q4
$1.11M Sell
2020
Q3
$1.26M Sell
2020
Q2
$1.29M Sell
2020
Q1
$1.28M Sell
2019
Q4
$1.69M Buy