Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$25.6M Sell
2025
Q1
$23.7M Buy
2024
Q4
$24.2M Buy
2023
Q2
Sell
2023
Q1
$9.77M Buy
2022
Q3
Sell
2022
Q2
$9.05M Sell
2022
Q1
$18.3M Buy
2020
Q4
Sell
2020
Q3
$269K Buy
2018
Q3
Sell
2018
Q2
$582K Buy