Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.59M Sell
2025
Q1
$9.78M Sell
2024
Q4
$11.7M Sell
2024
Q3
$11.1M Buy
2024
Q2
$9.51M Sell
2024
Q1
$8.31M Sell
2023
Q4
$9.37M Buy