Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14.9M Sell
2025
Q2
$17M Sell
2025
Q1
$17.9M Hold
2024
Q4
$20M Sell
2024
Q3
$17.1M Buy
2024
Q1
Sell
2023
Q4
$624K Sell
2023
Q3
$603K Hold
2023
Q2
$711K Sell
2023
Q1
$1.16M Sell
2022
Q4
$897K Buy