Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$7M Buy
2025
Q1
$6.83M Buy
2024
Q2
Sell
2024
Q1
$861K Sell
2023
Q4
$727K Buy
2023
Q3
$623K Buy
2023
Q1
Sell
2022
Q4
$864K Buy