Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$11.6M Sell
2025
Q2
$13.6M Buy
2025
Q1
$5M Buy
2024
Q2
Sell
2024
Q1
$456K Sell
2023
Q4
$557K Buy
2023
Q3
$434K Buy