Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.9M Hold
2025
Q1
$2.6M Sell
2024
Q4
$3.23M Hold
2024
Q3
$4.12M Hold
2024
Q2
$4.08M Hold
2024
Q1
$4.66M Hold
2023
Q4
$4.14M Hold
2023
Q3
$3.68M Hold
2023
Q2
$3.34M Hold
2023
Q1
$3.55M Hold
2022
Q4
$3.26M Hold
2022
Q3
$2.85M Sell
2022
Q2
$3.34M Sell
2022
Q1
$3.49M Hold
2021
Q4
$4M Hold
2021
Q3
$3.55M Hold
2021
Q2
$3.41M Hold
2021
Q1
$3.24M Hold
2020
Q4
$2.57M Buy
2020
Q3
$2.1M Hold
2020
Q2
$2.04M Buy
2020
Q1
$1.4M Sell
2019
Q4
$2.5M Hold
2019
Q3
$2.16M Buy