Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.7M Sell
2025
Q2
$4.51M Sell
2025
Q1
$3.22M Sell
2024
Q4
$6.75M Buy
2024
Q3
$3.13M Buy
2024
Q2
$537K Buy
2024
Q1
$334K Buy