Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$35.2M Sell
2025
Q1
$25.6M Buy
2024
Q4
$12.9M Sell
2024
Q3
$12.6M Buy
2024
Q2
$11.7M Buy
2024
Q1
$2.56M Sell
2023
Q4
$1.59M Hold
2023
Q3
$1.4M Hold
2023
Q2
$1.36M Sell
2023
Q1
$908K Hold
2022
Q4
$478K Sell
2022
Q3
$416K Buy
2022
Q2
$292K Sell
2022
Q1
$776K Buy
2021
Q4
$602K Sell
2021
Q3
$609K Buy
2021
Q2
$489K Buy