Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$3.28M Sell
2024
Q4
$12.1M Hold
2024
Q3
$11.7M Sell
2024
Q2
$11.2M Hold
2024
Q1
$10.3M Buy
2023
Q4
$9.26M Buy
2023
Q3
$7.74M Buy
2023
Q2
$2.39M Buy
2022
Q3
Hold
2022
Q2
Hold
2022
Q1
Hold
2021
Q4
Hold
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Hold