Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$77.7M Sell
2025
Q1
$96.8M Buy
2024
Q4
$82.4M Buy
2024
Q3
$46M Sell
2024
Q2
$68.6M Buy
2024
Q1
$50.7M Buy
2023
Q4
$24.9M Buy
2023
Q3
$9.75M Buy
2023
Q2
$9.49M Buy
2023
Q1
$2.87M Buy
2022
Q4
$1.02M Buy
2022
Q3
$350K Sell
2022
Q2
$381K Buy
2022
Q1
$428K Sell
2021
Q4
$553K Buy