Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$5.4M Buy
2023
Q3
Sell
2023
Q2
$305K Sell
2023
Q1
$277K Sell
2022
Q4
$4.14M Sell
2022
Q3
$2.97M Buy