Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$147M Buy
2025
Q2
$116M Buy
2025
Q1
$49.1M Sell
2024
Q4
$42.8M Sell
2024
Q3
$54.9M Sell
2024
Q2
$77.9M Sell
2024
Q1
$88M Buy
2023
Q4
$30.9M Buy
2023
Q3
$17.3M Buy
2023
Q2
$13.6M Buy
2023
Q1
$2.09M Buy
2022
Q4
$283K Sell
2022
Q3
$329K Buy
2022
Q2
$111K Buy
2021
Q3
Sell
2021
Q2
$437K Sell
2021
Q1
$666K Sell
2020
Q4
$762K Buy
2020
Q3
$215K Sell
2020
Q2
$2.08M Buy
2020
Q1
$1.11M Buy