Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$125M Sell
2025
Q2
$101M Buy
2025
Q1
$3.07M Buy
2024
Q4
$3.4M Sell
2024
Q3
$3.18M Buy
2024
Q2
$1.99M Sell
2024
Q1
$1.65M Hold
2023
Q4
$1.89M Sell
2023
Q3
$1.76M Buy