Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$663K Sell
2025
Q1
$4.46M Sell
2024
Q4
$46.3M Buy
2024
Q3
$3.57M Buy
2024
Q2
$1.36M Buy
2024
Q1
$539K Sell
2023
Q4
$451K Buy
2023
Q3
$284K Sell
2023
Q2
$1.01M Buy
2023
Q1
$571K Buy