Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.16M Sell
2025
Q2
$10.6M Buy
2025
Q1
$387K Sell
2024
Q4
$6.48M Buy
2024
Q3
$710K Sell
2024
Q2
$1.26M Sell
2024
Q1
$3.87M Sell
2023
Q4
$2.46M Buy
2023
Q3
$408K Sell
2023
Q2
$835K Sell
2023
Q1
$850K Buy
2022
Q4
Sell
2022
Q3
$2.77M Sell
2022
Q2
$4.25M Buy
2022
Q1
$304K Buy