Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$699K Sell
2025
Q2
$9.51M Sell
2025
Q1
$8.75M Sell
2024
Q4
$9.53M Sell
2024
Q3
$12.4M Buy
2024
Q2
$12.1M Buy
2024
Q1
$13.8M Sell
2023
Q4
$12.3M Buy
2023
Q3
$10.9M Sell
2023
Q2
$9.91M Buy
2023
Q1
$10.2M Sell
2022
Q4
$9.33M Sell
2022
Q3
$8.53M Buy
2022
Q2
$8.43M Buy
2022
Q1
$9.46M Buy
2021
Q4
$10.8M Buy
2021
Q3
$9.52M Buy
2021
Q2
$8.98M Buy
2021
Q1
$8.27M Sell
2020
Q4
$6.65M Buy
2020
Q3
$5.8M Buy