Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.68M Sell
2024
Q3
$3.5M Sell
2024
Q2
$4.48M Sell
2024
Q1
$5.85M Buy
2023
Q4
$4.66M Sell
2023
Q3
$3.14M Buy
2023
Q2
$1.99M Buy
2023
Q1
$422K Buy