Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$527K Sell
2025
Q2
$47.2M Buy
2025
Q1
$27.7M Buy
2024
Q4
$1.86M Sell
2024
Q3
$31.4M Buy
2024
Q2
Sell
2024
Q1
$257K Sell
2023
Q4
$360K Buy