Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$26.4M Sell
2025
Q1
$24.2M Sell
2024
Q4
$26.5M Hold
2024
Q3
$25M Buy
2024
Q2
$22.2M Buy
2024
Q1
$23.3M Buy
2023
Q4
$24.3M Sell
2023
Q3
$25.5M Buy
2023
Q2
$25.7M Sell
2023
Q1
$26.2M Buy
2022
Q4
$17.3M Buy
2022
Q3
$15.7M Buy
2021
Q2
Sell
2021
Q1
$6.84M Buy
2020
Q4
$4.3M Buy
2020
Q3
$3.85M Buy
2020
Q2
$1.42M Buy