Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$458K Sell
2024
Q4
$813K Buy
2024
Q3
Sell
2024
Q2
$864K Sell
2024
Q1
$922K Sell
2023
Q4
$948K Buy