Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$73.3M Sell
2025
Q2
$70.6M Buy
2025
Q1
$52.9M Buy
2024
Q4
$57.8M Buy
2024
Q3
$54.5M Buy
2024
Q2
$51.5M Sell
2024
Q1
$51.7M Sell
2023
Q4
$39.9M Sell
2023
Q3
$37M Buy
2023
Q2
$709K Buy
2023
Q1
$333K Hold
2022
Q4
$305K Hold
2022
Q3
$259K Hold
2022
Q2
$245K Buy
2022
Q1
$288K Hold
2021
Q4
$328K Hold
2021
Q3
$284K Hold
2021
Q2
$282K Hold
2021
Q1
$263K Hold
2020
Q4
$228K Buy
2019
Q1
Sell
2018
Q4
$1.09M Buy