Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.6M Sell
2025
Q1
$14.8M Buy
2024
Q4
$11.9M Buy
2024
Q3
$5.85M Sell
2024
Q2
$14.6M Buy
2024
Q1
$5.06M Sell
2023
Q4
$4.48M Sell
2023
Q3
$8.4M Buy
2023
Q2
$3.33M Sell
2023
Q1
$2.75M Buy
2022
Q4
$2.42M Sell
2022
Q3
$1.97M Buy
2022
Q2
$2.07M Buy
2022
Q1
$2.36M Sell
2021
Q4
$3.04M Buy
2021
Q2
Sell
2021
Q1
$263K Sell
2020
Q4
$624K Buy
2020
Q3
$313K Buy
2019
Q4
Sell
2019
Q3
$389K Buy