Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$3.6M Buy
2024
Q4
Sell
2024
Q3
$566K Sell
2024
Q2
$777K Buy
2024
Q1
$583K Buy
2023
Q3
Sell
2023
Q2
$314K Buy