Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$2.05M Sell
2025
Q1
$1.89M Buy
2024
Q4
$1.88M Buy
2024
Q3
$1.41M Buy
2024
Q2
$859K Buy
2024
Q1
$654K Buy