Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$805K Sell
2024
Q3
$816K Sell
2024
Q2
$699K Buy
2024
Q1
$805K Sell
2023
Q4
$818K Sell
2023
Q3
$767K Buy
2023
Q2
$689K Sell
2023
Q1
$908K Buy