Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.01M Sell
2025
Q1
$937K Sell
2024
Q4
$858K Buy
2024
Q3
$722K Sell
2024
Q2
$650K Buy
2024
Q1
$698K Sell
2023
Q4
$619K Buy