Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$6.38M Sell
2025
Q1
$9.39M Sell
2024
Q4
$8.14M Hold
2024
Q3
$8.31M Buy
2024
Q2
$6.39M Buy
2024
Q1
$6.51M Hold
2023
Q4
$6.14M Buy
2023
Q3
$6.45M Buy