Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$702K Sell
2024
Q4
$823K Buy
2024
Q3
$869K Buy
2024
Q2
$394K Sell
2024
Q1
$513K Buy
2023
Q4
$241K Sell
2023
Q3
$257K Buy