Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$4.39M Buy
2024
Q3
Sell
2024
Q2
$7.26M Sell
2024
Q1
$14.7M Sell
2023
Q4
$21.5M Hold
2023
Q3
$16.7M Sell
2023
Q2
$24.3M Hold
2023
Q1
$22.8M Hold
2022
Q4
$18.3M Hold
2022
Q3
$13.9M Hold
2022
Q2
$15.9M Hold
2022
Q1
$22.4M Hold
2021
Q4
$26.7M Hold
2021
Q3
$25M Buy
2021
Q2
$20.4M Buy