Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$96.2M Buy
2025
Q1
$50.1M Buy
2024
Q4
$36.2M Buy
2024
Q3
$3.37M Sell
2024
Q2
$2.95M Buy
2024
Q1
$492K Buy
2023
Q4
$366K Buy
2023
Q3
$327K Buy
2023
Q2
$309K Buy
2023
Q1
$152K Buy
2022
Q4
$92.3K Buy
2022
Q3
$110K Buy
2022
Q2
$117K Buy