Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$11M Sell
2025
Q2
$10.4M Sell
2025
Q1
$8.22M Sell
2024
Q4
$11.8M Sell
2024
Q3
$14.8M Hold
2024
Q2
$12.5M Sell
2024
Q1
$11.8M Sell
2023
Q4
$10.1M Hold
2023
Q3
$9.84M Hold
2023
Q2
$10.7M Sell
2023
Q1
$9.66M Hold
2022
Q4
$9.8M Buy