Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$4.72M Buy
2024
Q3
$4.27M Buy
2024
Q2
$1.1M Sell
2024
Q1
$2.09M Sell
2023
Q4
$3.88M Buy
2023
Q3
$442K Sell
2023
Q2
$750K Buy