Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12M Sell
2025
Q2
$14.4M Sell
2025
Q1
$10.8M Buy
2024
Q4
$9.26M Buy
2024
Q3
$7.23M Buy
2024
Q2
$5.72M Buy
2024
Q1
$4.45M Buy
2023
Q4
$447K Buy