Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$749K Buy
2024
Q4
$930K Sell
2024
Q3
$922K Buy
2024
Q2
$603K Sell
2024
Q1
$901K Sell
2023
Q4
$696K Sell
2023
Q3
$753K Buy