Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.17M Sell
2025
Q2
$6.49M Sell
2025
Q1
$5.98M Sell
2024
Q4
$5.96M Sell
2024
Q3
$6.43M Sell
2024
Q2
$5.27M Sell
2024
Q1
$5.95M Sell
2023
Q4
$5.69M Sell
2023
Q3
$4.92M Buy
2023
Q2
$4.54M Buy
2023
Q1
$4.38M Buy
2022
Q4
$4.55M Buy
2022
Q3
$3.68M Buy
2022
Q2
$3.71M Buy
2022
Q1
$3.05M Buy
2021
Q4
$237K Buy
2014
Q4
Sell
2014
Q3
$3.11M Buy