Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$6.48M Hold
2024
Q4
$7.49M Sell
2024
Q3
$9.09M Sell
2024
Q2
$9.89M Hold
2024
Q1
$12M Hold
2023
Q4
$10.7M Hold
2023
Q3
$10.2M Sell
2023
Q2
$10.8M Sell
2023
Q1
$11.8M Sell
2022
Q4
$11.8M Sell
2022
Q3
$10.7M Buy
2022
Q1
$18.5M Hold
2021
Q4
$18.5M Sell
2021
Q3
$16.4M Buy
2021
Q2
$13.4M Sell
2021
Q1
$12.9M Buy
2020
Q4
$10.2M Buy