Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.12M Sell
2025
Q1
$830K Buy
2024
Q4
$973K Sell
2024
Q3
$857K Buy
2024
Q2
$856K Sell
2024
Q1
$698K Buy
2023
Q4
$318K Buy