Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9M Buy
2025
Q1
$6.11M Buy
2024
Q4
$7.52M Hold
2024
Q3
$6.8M Sell
2024
Q2
$7M Buy
2024
Q1
$5.03M Buy
2023
Q4
$275K Hold
2023
Q3
$242K Hold
2023
Q2
$235K Buy