Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1M Sell
2025
Q1
$960K Hold
2024
Q4
$1.07M Sell
2024
Q3
$998K Hold
2024
Q2
$853K Sell
2024
Q1
$917K Buy
2021
Q2
Sell
2021
Q1
$208K Buy