Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$18.2M Buy
2025
Q1
$16.4M Hold
2024
Q4
$17.4M Sell
2024
Q3
$18.2M Hold
2024
Q2
$18.4M Buy
2024
Q1
$17.5M Sell
2023
Q4
$20.7M Sell
2023
Q3
$17M Sell
2023
Q2
$18.9M Hold
2023
Q1
$19.1M Hold
2022
Q4
$13.9M Buy
2022
Q3
$12.7M Buy
2022
Q2
$13.4M Hold
2022
Q1
$17.8M Hold
2021
Q4
$22.4M Sell
2021
Q3
$19.1M Sell
2021
Q2
$19.8M Hold
2021
Q1
$19.4M Sell
2020
Q4
$21.1M Buy