Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$42.1M Buy
2024
Q4
$31.6M Hold
2024
Q3
$27.5M Buy
2022
Q2
Sell
2022
Q1
$22.2M Buy
2021
Q4
$16.3M Sell
2021
Q3
$49.4M Hold
2021
Q2
$51.9M Hold
2021
Q1
$47.1M Buy
2020
Q4
$35M Buy
2020
Q3
$18.9M Buy
2020
Q2
$10.6M Buy
2013
Q3
Sell
2013
Q2
$4.93M Buy