Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$909K Sell
2025
Q1
$8.57M Sell
2024
Q4
$16.1M Sell
2024
Q3
$21.7M Buy
2024
Q2
$14.1M Buy
2024
Q1
$10.9M Buy
2023
Q4
$4.97M Buy
2023
Q3
$775K Buy