Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$7.81M Buy
2025
Q1
$3.64M Sell
2024
Q4
$6.18M Buy
2024
Q3
$663K Hold
2024
Q2
$585K Sell
2024
Q1
$758K Sell
2023
Q4
$807K Sell
2023
Q3
$1.36M Buy
2023
Q2
$732K Hold
2023
Q1
$610K Hold
2022
Q4
$569K Buy