Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$84.9M Sell
2025
Q2
$89.2M Sell
2025
Q1
$88.2M Sell
2024
Q4
$133M Buy
2024
Q3
$117M Sell
2024
Q2
$94.7M Buy
2024
Q1
$58.8M Buy
2023
Q4
$47.3M Buy
2023
Q3
$4.1M Buy
2023
Q2
$4M Buy
2023
Q1
$2.62M Buy
2022
Q4
$876K Buy
2022
Q1
Sell
2021
Q4
$353K Buy