Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.6M Sell
2025
Q1
$3.48M Sell
2024
Q4
$4.57M Sell
2024
Q3
$4.37M Sell
2024
Q2
$4.63M Buy
2024
Q1
$3.35M Sell
2023
Q4
$2.02M Buy
2023
Q3
$1.17M Buy
2023
Q2
$667K Buy