Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$33.7M Sell
2025
Q1
$57.1M Buy
2024
Q4
$44.3M Sell
2024
Q3
$51.7M Sell
2024
Q2
$72.9M Buy
2024
Q1
$48.5M Buy
2023
Q4
$35.3M Buy
2023
Q3
$20.4M Buy
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Hold
2022
Q3
Hold
2020
Q3
Sell
2020
Q2
$308K Buy
2018
Q3
$93K Buy