Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$38.5M Sell
2025
Q1
$30M Buy
2024
Q4
$782K Sell
2024
Q3
$832K Buy
2024
Q2
$594K Buy
2024
Q1
$725K Buy
2023
Q4
$424K Hold
2023
Q3
$341K Sell
2023
Q2
$377K Buy
2023
Q1
$138K Sell
2022
Q4
$116K Hold
2022
Q3
$118K Buy