Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$802K Sell
2024
Q4
$825K Sell
2024
Q3
$766K Sell
2024
Q2
$812K Buy
2024
Q1
$857K Sell
2023
Q4
$779K Buy
2023
Q3
$664K Buy