Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$20.8M Sell
2025
Q2
$22.4M Sell
2025
Q1
$23.3M Sell
2024
Q4
$24.5M Sell
2024
Q3
$25.3M Sell
2024
Q2
$28.9M Buy
2024
Q1
$309K Buy
2023
Q4
$273K Sell
2023
Q3
$234K Buy
2023
Q2
$214K Buy
2022
Q2
Sell
2022
Q1
$203K Buy