Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$892K Sell
2024
Q3
$652K Buy
2024
Q2
Sell
2024
Q1
$446K Sell
2023
Q4
$631K Sell
2023
Q3
$592K Sell
2023
Q2
$903K Buy
2023
Q1
Sell
2022
Q4
$746K Buy