Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14.2M Sell
2025
Q2
$12.8M Sell
2025
Q1
$10.3M Sell
2024
Q4
$13.6M Sell
2024
Q3
$13.4M Buy
2024
Q2
$13.5M Sell
2024
Q1
$9.98M Buy
2023
Q4
$3.09M Buy
2023
Q3
$1.54M Buy
2023
Q2
$573K Sell
2023
Q1
$416K Buy