Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.01M Sell
2025
Q1
$4.15M Sell
2024
Q4
$4.45M Sell
2024
Q3
$6.94M Sell
2024
Q2
$6.66M Buy
2024
Q1
$7.04M Sell
2023
Q4
$5.87M Sell
2023
Q3
$5.65M Sell
2023
Q2
$5.7M Sell
2023
Q1
$5.5M Sell
2022
Q4
$7.17M Buy
2022
Q3
$5.96M Buy
2022
Q2
$5.64M Sell
2022
Q1
$5.13M Buy
2015
Q3
$1.22M Hold
2015
Q2
$1.46M Hold
2015
Q1
$1.17M Hold
2014
Q4
$926K Hold
2014
Q3
$816K Hold
2014
Q2
$828K Hold
2014
Q1
$754K Hold
2013
Q4
$787K Hold
2013
Q3
$692K Hold
2013
Q2
$652K Buy