Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5M Sell
2025
Q1
$3.54M Buy
2024
Q4
$2.85M Buy
2024
Q3
$2.08M Sell
2024
Q2
$1.98M Buy
2024
Q1
$1.44M Buy
2023
Q4
$1.08M Buy
2023
Q3
$790K Buy
2023
Q2
$383K Buy