Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$27M Sell
2025
Q2
$24.8M Buy
2025
Q1
$795K Sell
2024
Q4
$29.5M Buy
2023
Q3
Sell
2023
Q2
$283K Buy
2023
Q1
$111K Hold
2022
Q4
$62K Sell
2022
Q3
$120K Sell
2022
Q2
$113K Buy
2022
Q1
$325K Buy
2021
Q4
$285K Buy