Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.34M Sell
2025
Q2
$8.79M Buy
2025
Q1
$1.51M Buy
2024
Q4
$1.3M Buy
2024
Q3
$1.11M Buy
2024
Q2
$412K Sell
2024
Q1
$619K Sell
2023
Q4
$718K Sell
2023
Q3
$713K Buy