Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$156M Buy
2025
Q2
$118M Sell
2025
Q1
$112M Sell
2024
Q4
$141M Sell
2024
Q3
$130M Buy
2024
Q2
Sell
2024
Q1
$8.19M Sell
2023
Q4
$22.7M Buy
2023
Q3
$17.6M Buy
2023
Q2
$16.2M Buy
2023
Q1
$11.6M Buy
2022
Q4
$582K Buy