Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12.6M Sell
2025
Q2
$10.3M Buy
2025
Q1
$12M Sell
2024
Q4
$12.7M Buy
2024
Q3
$251K Buy
2024
Q1
Sell
2023
Q4
$288K Sell
2023
Q3
$400K Sell
2023
Q2
$565K Buy
2023
Q1
$284K Sell
2022
Q4
$7.29M Sell
2022
Q3
$5.85M Buy
2022
Q2
$5.25M Sell
2022
Q1
$7.56M Buy