Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$17.3M Sell
2025
Q2
$21.7M Sell
2025
Q1
$36.6M Buy
2024
Q4
$31.4M Buy
2024
Q3
$21M Buy
2024
Q2
$9.3M Buy
2024
Q1
$1.69M Buy
2023
Q4
$816K Buy
2023
Q3
$223K Buy
2020
Q1
Sell
2019
Q4
$217K Hold
2019
Q3
$218K Hold
2019
Q2
$204K Sell
2019
Q1
$237K Hold
2018
Q4
$202K Buy