Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$6.1M Sell
2024
Q4
$18.7M Buy
2024
Q3
$17.6M Sell
2024
Q2
$19.2M Buy
2024
Q1
$10.7M Buy
2023
Q4
$10.8M Buy
2023
Q3
$5.95M Buy
2023
Q2
$5.51M Sell
2023
Q1
$5.67M Buy
2022
Q4
$3.84M Buy
2022
Q3
$2.52M Buy
2022
Q2
$2.57M Buy
2022
Q1
$1.84M Buy
2021
Q4
$2.09M Buy
2021
Q3
$405K Buy