Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$5.5M Hold
2024
Q4
$6.48M Hold
2024
Q3
$6.03M Hold
2024
Q2
$5.75M Sell
2024
Q1
$4.48M Buy
2023
Q4
$4.87M Buy
2023
Q3
$4.29M Buy
2023
Q2
$3.13M Buy
2022
Q4
$1.57M Sell
2022
Q3
$1.99M Buy
2022
Q2
$456K Buy
2022
Q1
$391K Buy
2021
Q4
$389K Buy