Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$18.7M Hold
2025
Q2
$13.4M Sell
2025
Q1
$12.4M Hold
2024
Q4
$13.9M Sell
2024
Q3
$13.5M Sell
2024
Q2
$16.8M Sell
2024
Q1
$24.3M Sell
2023
Q4
$19.8M Sell
2023
Q3
$14.9M Sell
2023
Q2
$13.7M Sell
2023
Q1
$13.5M Sell
2022
Q4
$16.1M Hold
2022
Q3
$19.2M Hold
2022
Q2
$19.6M Hold
2022
Q1
$54.7M Sell
2021
Q4
$62.3M Sell
2021
Q3
$79.4M Hold
2021
Q2
$89.7M Sell
2021
Q1
$96.2M Sell
2020
Q4
$74.6M Buy