Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.8M Buy
2024
Q3
$578K Sell
2024
Q2
$559K Sell
2024
Q1
$1.65M Buy
2023
Q4
$211K Sell
2023
Q3
$386K Buy