Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$13.4M Sell
2025
Q2
$11.7M Sell
2025
Q1
$8.22M Sell
2024
Q4
$11.5M Sell
2024
Q3
$10.5M Buy
2024
Q2
$10.2M Sell
2024
Q1
$7.53M Buy
2023
Q4
$4.11M Buy
2023
Q3
$3.59M Sell
2023
Q2
$3.56M Buy
2023
Q1
$2.32M Hold
2022
Q4
$1.22M Buy
2022
Q3
$674K Sell
2022
Q2
$990K Buy
2022
Q1
$202K Hold
2021
Q4
$218K Buy