Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$242K Sell
2024
Q3
$461K Sell
2024
Q2
$581K Sell
2024
Q1
$886K Sell
2023
Q4
$861K Sell
2023
Q3
$805K Buy
2023
Q2
$809K Sell
2023
Q1
$977K Buy
2022
Q4
$820K Buy
2022
Q3
$427K Sell
2022
Q2
$459K Sell
2022
Q1
$620K Buy
2021
Q4
$462K Buy
2021
Q3
$213K Sell
2021
Q2
$211K Buy