Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$773K Buy
2024
Q4
Hold
2024
Q3
Hold
2023
Q4
Sell
2023
Q3
$11.3M Sell
2023
Q2
$11.7M Buy
2023
Q1
$6.07M Buy
2022
Q4
$2.46M Sell
2022
Q3
$2.22M Buy
2022
Q2
$238K Buy