Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$11.2M Sell
2024
Q4
$20.3M Buy
2024
Q3
$18.7M Sell
2024
Q2
$18.8M Buy
2024
Q1
$2.38M Buy
2023
Q2
Sell
2023
Q1
$31.8K Sell
2022
Q4
$966K Buy
2022
Q3
$1.03M Buy
2020
Q3
Sell
2020
Q2
$1.22M Sell
2020
Q1
$1.44M Buy
2017
Q1
Sell
2016
Q4
$1.81M Buy
2016
Q2
Sell
2016
Q1
$387K Buy
2015
Q4
$236K Buy