Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$473K Sell
2025
Q1
$9.66M Sell
2024
Q4
$12.1M Buy
2024
Q3
$12M Buy
2024
Q2
$9.51M Buy
2024
Q1
$2.65M Buy
2023
Q4
$785K Buy
2023
Q3
$436K Sell
2023
Q2
$634K Buy
2023
Q1
$373K Buy