Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$16.6M Sell
2025
Q2
$19.5M Buy
2025
Q1
$11.4M Sell
2024
Q4
$14M Buy
2022
Q3
$5.21M Sell
2022
Q2
$6.03M Hold
2022
Q1
$6.14M Buy
2021
Q4
$5.79M Buy
2021
Q3
$3.92M Buy
2021
Q2
$3.92M Buy
2021
Q1
$2.6M Buy
2017
Q2
Sell
2017
Q1
$817K Sell
2016
Q4
$1.53M Buy