Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.63M Hold
2025
Q1
$5.08M Sell
2024
Q4
$5.46M Hold
2024
Q3
$5.16M Sell
2024
Q2
$5.56M Sell
2024
Q1
$6.05M Buy
2023
Q4
$6.27M Buy
2023
Q3
$5.11M Hold
2023
Q2
$5.68M Hold
2023
Q1
$5.72M Sell
2022
Q4
$4.45M Sell
2022
Q3
$4.25M Sell
2022
Q2
$4.62M Sell
2022
Q1
$6.38M Sell
2021
Q4
$8.6M Sell
2021
Q3
$7.5M Buy
2021
Q2
$7.61M Hold
2021
Q1
$7.45M Sell
2020
Q4
$8.2M Buy
2020
Q3
$7.35M Sell
2020
Q2
$6.63M Hold
2020
Q1
$5.28M Sell
2019
Q4
$6.24M Sell
2019
Q3
$5.72M Sell
2019
Q2
$6.07M Sell
2019
Q1
$5.69M Sell
2018
Q4
$4.72M Buy