Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$796K Sell
2025
Q1
$628K Sell
2024
Q4
$724K Sell
2024
Q3
$822K Sell
2024
Q2
$884K Sell
2024
Q1
$1.03M Buy
2023
Q4
$807K Sell
2023
Q3
$1.01M Buy
2023
Q2
$610K Sell
2023
Q1
$578K Buy