Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.5M Sell
2025
Q1
$12.4M Buy
2024
Q4
$1.33M Buy
2023
Q4
Sell
2023
Q3
$426K Buy
2023
Q2
$307K Buy
2021
Q4
Sell
2021
Q3
$418K Buy
2020
Q4
Sell
2020
Q3
$740K Buy