Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$30.9M Sell
2025
Q1
$32.3M Buy
2024
Q4
$871K Hold
2024
Q3
$751K Sell
2024
Q2
$888K Buy
2024
Q1
$446K Hold
2023
Q4
$497K Buy