Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$5.28M Sell
2025
Q1
$6.04M Sell
2024
Q4
$8.12M Buy
2024
Q3
Sell
2024
Q2
$1.86M Buy
2024
Q1
$778K Buy
2023
Q4
Sell
2023
Q3
$328K Buy
2023
Q2
$201K Sell
2023
Q1
$7.69M Buy
2022
Q4
$4.79M Buy