Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.7M Buy
2025
Q2
$6.59M Sell
2025
Q1
$6.5M Sell
2024
Q4
$6.8M Sell
2024
Q3
$10M Buy
2024
Q2
$400K Buy
2024
Q1
$701K Sell
2023
Q4
$536K Buy
2022
Q2
Sell
2022
Q1
$733K Buy