Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$20.3M Buy
2025
Q1
$11.2M Sell
2024
Q4
$28.1M Buy
2024
Q3
$11.9M Buy
2024
Q2
Sell
2024
Q1
$1.26M Sell
2023
Q4
$17M Buy
2023
Q3
$230K Sell
2023
Q2
$2.17M Buy
2023
Q1
Sell
2022
Q4
$1.32M Buy
2022
Q3
Sell
2022
Q2
$2.11M Hold
2022
Q1
$2.59M Buy
2020
Q1
Sell
2019
Q4
$2.22M Buy