Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$9M Sell
2025
Q1
$25.7M Buy
2024
Q4
$24.5M Buy
2024
Q3
$22M Sell
2024
Q2
$20.5M Sell
2024
Q1
$30.5M Buy
2023
Q4
$19.1M Buy
2023
Q2
Sell
2023
Q1
$366K Buy
2022
Q4
$284K Sell
2022
Q3
$287K Sell
2022
Q2
$395K Buy
2020
Q3
Sell
2020
Q2
$204K Buy
2019
Q4
Sell
2019
Q3
$819K Buy