Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$813K Sell
2025
Q1
$1.15M Sell
2024
Q4
$13.2M Sell
2024
Q3
$14.1M Sell
2024
Q2
$19.9M Buy
2024
Q1
$10.9M Buy
2023
Q4
$5.51M Buy
2023
Q3
Sell
2023
Q2
$231K Buy
2021
Q3
Sell
2021
Q2
$805K Buy
2021
Q1
$243K Buy
2018
Q2
Sell
2018
Q1
$1.26M Buy