Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.92M Sell
2025
Q2
$11.1M Buy
2025
Q1
$3.2M Sell
2024
Q4
$8.56M Buy
2024
Q3
$2.26M Sell
2024
Q2
$2.12M Buy
2024
Q1
$1.87M Buy
2023
Q4
$1.18M Buy
2023
Q3
$1.05M Buy
2023
Q2
$1.21M Buy
2023
Q1
$828K Sell
2022
Q4
$855K Buy
2022
Q3
$792K Buy
2022
Q2
$437K Buy