Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$3.59M Sell
2025
Q1
$6.98M Buy
2024
Q4
$6.6M Buy
2024
Q3
$5.07M Buy
2024
Q2
$932K Buy
2024
Q1
$896K Sell
2023
Q4
$6.22M Sell
2023
Q3
$6.63M Sell
2023
Q2
$7.55M Buy
2023
Q1
$5.58M Hold
2022
Q4
$4.05M Buy