Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$21.3M Sell
2025
Q1
$18.4M Sell
2024
Q4
$15.6M Hold
2024
Q3
$19.3M Buy
2024
Q2
$11.5M Sell
2024
Q1
$19.8M Hold
2023
Q4
$15.8M Sell
2023
Q3
$12.3M Sell
2023
Q2
$12.4M Sell
2023
Q1
$8.26M Buy
2022
Q4
Hold
2022
Q3
Sell
2022
Q2
$7.76M Buy
2022
Q1
$5.6M Sell
2021
Q4
$7.71M Buy
2021
Q3
$6.89M Hold
2021
Q2
$7.71M Hold
2021
Q1
$8.39M Hold
2020
Q4
$7.85M Sell
2020
Q3
$5.73M Sell
2020
Q2
$5.66M Sell
2020
Q1
$6.56M Buy
2019
Q4
$5.27M Buy