Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$3.45M Hold
2024
Q4
$3.66M Hold
2024
Q3
$3.55M Sell
2024
Q2
$3.2M Sell
2024
Q1
$3.99M Hold
2023
Q4
$4.03M Hold
2023
Q3
$3.66M Hold
2023
Q2
$3.34M Hold
2023
Q1
$3.99M Buy
2022
Q4
$3.27M Hold
2022
Q3
$2.96M Buy
2022
Q1
$18.2M Hold
2021
Q4
$18.2M Hold
2021
Q3
$18.1M Buy
2021
Q2
$15.6M Sell
2021
Q1
$12.3M Buy
2020
Q4
$9.43M Buy