Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$352K Sell
2024
Q4
$435K Buy
2024
Q1
$26.7M Sell
2023
Q4
$24.2M Buy
2023
Q3
$13M Sell
2023
Q2
$13.8M Buy