Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.18M Sell
2025
Q2
$5.93M Buy
2025
Q1
$4.88M Buy
2024
Q4
$4.23M Buy
2024
Q3
$3.18M Buy
2024
Q2
$2.03M Sell
2024
Q1
$2.41M Buy
2023
Q4
$270K Buy