Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.2M Sell
2025
Q1
$946K Sell
2024
Q4
$829K Buy
2024
Q3
$934K Sell
2024
Q2
$1.65M Buy
2024
Q1
$231K Buy
2023
Q2
Sell
2023
Q1
$9.04M Hold
2022
Q4
$7.53M Buy
2022
Q3
$8.39M Buy
2022
Q2
$6.42M Hold
2022
Q1
$9.43M Sell
2021
Q4
$11.8M Hold
2021
Q3
$13.5M Sell
2021
Q2
$14.2M Sell
2021
Q1
$15.4M Buy
2020
Q4
$15.8M Hold
2020
Q3
$10.3M Sell
2020
Q2
$9.18M Sell
2020
Q1
$7.61M Buy
2019
Q4
$8.39M Buy