Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$732K Sell
2024
Q3
$743K Sell
2024
Q2
$585K Buy
2023
Q2
Sell
2023
Q1
$490K Sell
2022
Q4
$473K Sell
2022
Q3
$650K Buy