Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$18.7M Buy
2025
Q2
$9.67M Buy
2025
Q1
$430K Sell
2024
Q4
$566K Sell
2024
Q3
$1.42M Sell
2024
Q2
$4.56M Buy
2024
Q1
$2.55M Sell
2023
Q4
$6.88M Buy
2023
Q3
$1.56M Buy
2023
Q2
$1.02M Sell
2023
Q1
$1.04M Sell
2022
Q4
$958K Sell
2022
Q3
$737K Sell
2022
Q2
$1.13M Buy