Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14.2M Sell
2025
Q1
$9.3M Buy
2024
Q4
$14.7M Buy
2024
Q3
$5.41M Sell
2024
Q2
$4.17M Sell
2024
Q1
$4.04M Buy
2023
Q4
$4.34M Buy
2023
Q3
$4.18M Buy
2023
Q2
$3.69M Sell
2023
Q1
$2.94M Buy
2022
Q4
$1.41M Sell
2022
Q3
$3.25M Buy
2022
Q2
$2.43M Buy
2022
Q1
$2.92M Buy
2021
Q4
$2.38M Sell
2021
Q3
$1.99M Hold
2021
Q2
$1.99M Buy
2021
Q1
$1.22M Sell
2020
Q4
$1.4M Buy
2020
Q3
$810K Sell
2020
Q2
$467K Sell
2020
Q1
$407K Sell
2019
Q4
$421K Sell
2019
Q3
$1.39M Buy