Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$650K Buy
2024
Q3
$587K Buy
2024
Q2
$588K Sell
2024
Q1
$673K Sell
2023
Q4
$799K Sell
2023
Q3
$659K Sell
2023
Q2
$779K Buy
2023
Q1
$748K Sell
2022
Q4
$606K Buy