Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$71.7M Buy
2025
Q2
Sell
2025
Q1
$53.3M Hold
2024
Q4
$44.2M Buy
2024
Q3
$54.2M Hold
2024
Q2
$52.4M Hold
2024
Q1
$55.5M Sell
2023
Q4
$47.3M Sell
2023
Q3
$37.5M Hold
2023
Q2
$35.2M Buy
2023
Q1
$24.5M Buy
2022
Q4
$18.7M Hold
2022
Q3
$20.1M Hold
2022
Q2
$15.5M Buy
2022
Q1
$23.2M Buy
2021
Q4
$24.6M Buy
2021
Q3
$22.4M Buy
2021
Q2
$16.9M Hold
2021
Q1
$18.4M Hold
2020
Q4
$17.2M Sell
2020
Q3
$12.8M Buy
2020
Q2
$4.82M Buy
2020
Q1
$692K Buy