Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14.1M Sell
2025
Q2
$14.7M Buy
2025
Q1
$12.4M Buy
2024
Q4
Sell
2024
Q3
$11.1M Buy
2024
Q2
$8.65M Sell
2024
Q1
$9.56M Sell
2023
Q4
$8.2M Buy
2023
Q3
Sell
2023
Q2
$222K Buy
2020
Q1
Sell
2019
Q4
$247K Hold
2019
Q3
$268K Sell
2019
Q2
$343K Buy