Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$19.3M Sell
2025
Q2
$28.3M Sell
2025
Q1
$34.3M Buy
2024
Q4
$328K Buy
2024
Q3
Sell
2024
Q2
$225K Buy
2024
Q1
Sell
2023
Q4
$651K Buy
2023
Q3
$584K Buy
2023
Q2
$545K Sell
2023
Q1
$292K Buy
2022
Q4
$85.3K Sell
2022
Q3
$152K Sell
2022
Q2
$432K Buy
2022
Q1
$477K Buy