Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.69M Sell
2025
Q1
$7.18M Sell
2024
Q4
$10.2M Buy
2024
Q3
$10.1M Buy
2024
Q2
$7.62M Sell
2024
Q1
$12M Sell
2023
Q4
$12.3M Sell
2023
Q3
$18.1M Buy
2023
Q2
$19.2M Buy
2023
Q1
$14.8M Buy
2022
Q4
$13M Buy
2022
Q3
$13.7M Buy
2022
Q2
$9.46M Buy
2022
Q1
$9.52M Sell
2021
Q4
$12.4M Sell
2021
Q3
$13.9M Sell
2021
Q2
$16.1M Buy
2021
Q1
$9.38M Buy
2020
Q4
$9.27M Sell
2020
Q3
$5M Sell
2020
Q2
$3.2M Buy
2020
Q1
$344K Hold
2019
Q4
$504K Buy