Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.8M Sell
2025
Q2
$8.03M Sell
2025
Q1
$10.2M Sell
2024
Q4
$10.5M Buy
2024
Q3
$8.76M Sell
2024
Q2
$7.39M Buy
2024
Q1
$788K Buy
2023
Q4
$555K Buy