Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.01M Sell
2025
Q1
$4.91M Sell
2024
Q4
$4.32M Hold
2024
Q3
$4.57M Hold
2024
Q2
$3.42M Sell
2024
Q1
$3.55M Hold
2023
Q4
$3.65M Hold
2023
Q3
$3.13M Hold
2023
Q2
$3.35M Hold
2023
Q1
$3.51M Hold
2022
Q4
$4.01M Buy
2022
Q3
$3.69M Hold
2022
Q2
$4.33M Hold
2022
Q1
$4.97M Buy
2021
Q4
$5.9M Buy
2021
Q3
$4.75M Hold
2021
Q2
$5.38M Hold
2021
Q1
$5.22M Hold
2020
Q4
$4.73M Hold
2020
Q3
$4.33M Hold
2020
Q2
$4.22M Hold
2020
Q1
$3.69M Hold
2019
Q4
$4.78M Hold
2019
Q3
$4.45M Hold
2019
Q2
$4.69M Hold
2019
Q1
$5.63M Hold
2018
Q4
$5.16M Hold
2018
Q3
$5.7M Buy