Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$684K Buy
2025
Q2
$457K Sell
2025
Q1
$11.7M Sell
2024
Q4
$18M Sell
2024
Q3
$24.4M Buy
2024
Q2
$26.6M Buy
2024
Q1
$4.07M Buy
2023
Q3
Sell
2023
Q2
$183K Buy