Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.48M Sell
2024
Q4
$4.37M Sell
2024
Q3
$5.68M Sell
2024
Q2
$6.07M Sell
2024
Q1
$9.18M Sell
2023
Q4
$8.52M Sell
2023
Q3
$8.37M Sell
2023
Q2
$8.81M Hold
2023
Q1
$7.51M Hold
2022
Q4
$6.88M Hold
2022
Q3
$5.84M Hold
2022
Q2
$5.52M Buy
2022
Q1
$6.65M Hold
2021
Q4
$7.57M Hold
2021
Q3
$6.54M Hold
2021
Q2
$6.49M Hold
2021
Q1
$6.06M Buy
2020
Q4
$3.02M Buy