Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$4.7M Sell
2024
Q4
$4.3M Sell
2024
Q3
$4.58M Sell
2024
Q2
$5.28M Sell
2024
Q1
$5.56M Buy
2023
Q4
$5.2M Sell
2023
Q3
$5.79M Hold
2023
Q2
$5.28M Sell
2023
Q1
$5.68M Sell
2022
Q4
$5.74M Sell
2022
Q3
$4.71M Sell
2022
Q2
$4.7M Sell
2022
Q1
$4.9M Sell
2021
Q4
$4.45M Sell
2021
Q3
$4.59M Buy
2021
Q2
$4.43M Sell
2021
Q1
$4.2M Buy
2020
Q4
$3.52M Buy