Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.85M Sell
2025
Q1
$1.66M Buy
2024
Q4
$821K Sell
2024
Q3
$771K Sell
2024
Q2
$736K Sell
2024
Q1
$807K Sell
2023
Q4
$858K Sell
2023
Q3
$990K Buy