Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.33M Sell
2025
Q2
$2.5M Buy
2025
Q1
$1.88M Sell
2024
Q4
$2.13M Buy
2024
Q3
$2.12M Buy
2024
Q2
$1.04M Buy
2024
Q1
$1.12M Buy
2023
Q4
$827K Sell
2023
Q3
$846K Buy