Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$594K Buy
2024
Q3
$772K Sell
2024
Q2
$785K Buy
2024
Q1
$847K Buy
2023
Q4
$795K Sell
2023
Q3
$762K Buy