Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.12M Buy
2024
Q4
Sell
2024
Q3
$535K Sell
2024
Q2
$1.79M Buy
2023
Q4
Sell
2023
Q3
$3.03M Buy
2023
Q2
$247K Sell
2023
Q1
$2.03M Sell
2022
Q4
$2.6M Buy