Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.38M Sell
2025
Q1
$8.88M Buy
2024
Q4
$4.31M Buy
2023
Q4
Sell
2023
Q3
$1.18M Buy
2023
Q2
$1.07M Buy
2023
Q1
$317K Sell
2022
Q4
$1.21M Buy
2021
Q4
Sell
2021
Q3
$4.13M Sell
2021
Q2
$5.92M Buy
2021
Q1
$4M Sell
2020
Q4
$9.5M Sell
2020
Q3
$5.66M Buy
2020
Q2
$5.46M Sell
2020
Q1
$7.54M Buy
2019
Q4
$224K Buy