Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$17.3M Sell
2025
Q2
$18.1M Sell
2025
Q1
$18.9M Buy
2024
Q4
$17.1M Sell
2024
Q3
$18M Buy
2024
Q2
$11.4M Sell
2024
Q1
$11.7M Buy
2023
Q4
$10.2M Buy
2023
Q3
$9.03M Buy
2023
Q2
$8.04M Buy
2023
Q1
$6.01M Buy
2022
Q4
$6.52M Buy
2022
Q3
$4.95M Buy
2022
Q2
$5.32M Buy
2020
Q4
Sell
2020
Q3
$805K Sell
2020
Q2
$1.07M Buy