Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.26M Sell
2025
Q1
$6.81M Buy
2024
Q4
$7.51M Buy
2024
Q3
$5.92M Buy
2024
Q2
$4.66M Buy
2024
Q1
$2.54M Buy
2023
Q4
$366K Buy