Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$738K Sell
2025
Q1
$810K Sell
2024
Q4
$4.3M Sell
2024
Q3
$33.1M Buy
2024
Q2
$38.3M Buy
2024
Q1
$19.6M Buy
2023
Q4
$1.6M Sell
2023
Q3
$4.08M Sell
2023
Q2
$16.9M Buy