Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$953K Sell
2025
Q1
$725K Sell
2024
Q4
$674K Sell
2024
Q3
$867K Sell
2024
Q2
$935K Sell
2024
Q1
$842K Sell
2023
Q4
$703K Buy