Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$889K Sell
2025
Q1
$662K Sell
2024
Q4
$880K Sell
2024
Q3
$965K Buy
2024
Q2
$783K Sell
2024
Q1
$1.44M Buy