Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$627K Sell
2024
Q4
$1.1M Buy
2024
Q3
$566K Sell
2024
Q2
$730K Buy
2023
Q3
Sell
2023
Q2
$177M Sell
2023
Q1
$206M Sell
2022
Q4
$265M Buy