Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$38.3M Buy
2024
Q1
Sell
2023
Q4
$911K Sell
2023
Q3
$1.08M Sell
2023
Q2
$1.66M Buy
2023
Q1
$901K Buy
2022
Q3
Sell
2022
Q2
$105K Sell
2022
Q1
$255K Sell
2021
Q4
$375K Buy
2021
Q3
$389M Buy
2021
Q2
$350M Hold
2021
Q1
$284M Hold
2020
Q4
$299M Buy
2020
Q3
$251M Buy
2020
Q2
$9.85M Buy