Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$13.3M Sell
2025
Q1
$23.9M Hold
2024
Q4
$25M Hold
2024
Q3
$20.1M Hold
2024
Q2
$18.8M Hold
2024
Q1
$16.6M Hold
2023
Q4
$17.8M Hold
2023
Q3
$18.7M Hold
2023
Q2
$18.1M Hold
2023
Q1
$15.9M Hold
2022
Q4
$17M Buy