Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$71.1M Sell
2025
Q2
$78.1M Sell
2025
Q1
$65M Sell
2024
Q4
$66.2M Buy
2024
Q3
$54.7M Buy
2024
Q2
$968K Buy
2024
Q1
$841K Buy
2023
Q4
$751K Sell
2023
Q3
$544K Hold
2023
Q2
$512K Sell
2023
Q1
$482K Sell
2022
Q4
$494K Buy