Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.64M Sell
2025
Q2
$5.63M Sell
2025
Q1
$9.14M Buy
2024
Q4
$6.42M Buy
2024
Q3
$5.24M Buy
2024
Q2
$2.68M Buy
2024
Q1
$958K Buy
2023
Q4
$630K Hold
2023
Q3
$498K Buy