Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.4M Sell
2025
Q2
$7.6M Buy
2025
Q1
$485K Sell
2024
Q4
$1.53M Buy
2024
Q3
$545K Buy
2024
Q2
$395K Buy