Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$7.9M Sell
2025
Q3
$8.48M Sell
2025
Q2
$39.5M Buy
2025
Q1
$301K Sell
2024
Q4
$3.21M Sell
2024
Q3
$52.8M Buy
2024
Q2
$1.16M Sell
2024
Q1
$27.2M Buy
2023
Q4
$1.44M Buy
2023
Q3
$578K Buy
2023
Q2
$398K Sell
2023
Q1
$875K Buy