Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$20.5M Sell
2025
Q2
$17.5M Hold
2025
Q1
$16.3M Hold
2024
Q4
$15.5M Buy
2024
Q3
$17.5M Buy
2024
Q2
$548K Hold
2024
Q1
$578K Hold
2023
Q4
$612K Buy
2023
Q2
Sell
2023
Q1
$1.04M Buy
2022
Q4
Sell
2022
Q3
$1.69M Sell
2022
Q2
$3.71M Buy
2022
Q1
$1.78M Buy
2021
Q4
Sell
2021
Q3
$1.16M Buy
2021
Q1
Sell
2020
Q4
$1.03M Buy
2017
Q4
Sell
2017
Q3
$211K Buy