Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14.9M Sell
2025
Q1
$10.4M Sell
2024
Q4
$13.4M Sell
2024
Q3
$12.7M Sell
2024
Q2
$13.5M Sell
2024
Q1
$10.4M Sell
2023
Q4
$6.04M Sell
2023
Q3
$5.32M Sell
2023
Q2
$5.2M Sell
2023
Q1
$3.49M Buy
2022
Q4
$1.55M Sell
2022
Q3
$1.54M Buy
2022
Q2
$1.55M Buy
2022
Q1
$1.29M Buy
2021
Q4
$609K Sell
2021
Q3
$725K Sell
2021
Q2
$752K Sell
2021
Q1
$510K Sell
2020
Q4
$501K Sell
2020
Q3
$701K Sell
2020
Q2
$518K Hold
2020
Q1
$360K Sell
2019
Q4
$327K Buy
2019
Q3
$208K Buy