Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10M Sell
2025
Q2
$10.7M Buy
2025
Q1
$10.4M Sell
2024
Q4
$9.91M Sell
2024
Q3
$9.14M Buy
2024
Q2
$7.54M Sell
2024
Q1
$8.14M Sell
2023
Q4
$10.8M Buy