Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$235K Sell
2024
Q3
$294K Hold
2024
Q2
$352K Sell
2024
Q1
$399K Sell
2023
Q4
$658K Sell
2023
Q3
$1.22M Sell
2023
Q2
$1.36M Sell
2023
Q1
$1.62M Buy
2022
Q4
$1.34M Buy
2022
Q3
$737K Sell
2022
Q2
$829K Buy
2022
Q1
$1.12M Buy
2021
Q4
$1.09M Buy
2021
Q1
$1.12M Buy