Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12.3M Sell
2025
Q2
$10.8M Buy
2025
Q1
$7.4M Sell
2024
Q4
$10.1M Buy
2024
Q3
$8.63M Buy
2024
Q2
$7.78M Buy
2024
Q1
$4.86M Buy
2023
Q4
$2.53M Buy
2023
Q3
$229K Buy