Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$22M Sell
2025
Q2
$20.6M Sell
2025
Q1
$20.5M Buy
2024
Q4
$22.8M Buy
2024
Q3
$24.7M Buy
2024
Q2
$17.2M Sell
2024
Q1
$20.5M Buy
2023
Q4
$16.4M Buy
2023
Q3
$12M Buy
2023
Q2
$9.68M Buy
2023
Q1
$5.47M Buy
2022
Q4
$600K Hold
2022
Q3
$518K Hold
2022
Q2
$521K Sell
2022
Q1
$585K Hold
2021
Q4
$774 Sell
2021
Q3
$662 Buy
2021
Q2
$637 Buy
2021
Q1
$5 Buy