Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14.8M Sell
2025
Q1
$11.1M Buy
2024
Q4
$12.6M Sell
2024
Q3
$11.6M Sell
2024
Q2
$11.7M Buy
2024
Q1
$8.94M Sell
2023
Q4
$7.11M Sell
2023
Q3
$6.06M Sell
2023
Q2
$7.48M Sell
2023
Q1
$6.94M Sell
2022
Q4
$5.79M Buy
2022
Q3
$585K Sell
2022
Q2
$3.63M Buy
2022
Q1
$4.44M Buy
2021
Q4
$4.74M Buy
2021
Q3
$707K Hold
2021
Q2
$761K Sell
2021
Q1
$879K Sell
2020
Q4
$1.05M Buy
2020
Q3
$291K Hold
2020
Q2
$204K Sell
2020
Q1
$287K Buy