Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$667K Buy
2024
Q4
$492K Sell
2024
Q3
$843K Buy
2024
Q2
$690K Buy
2024
Q1
$580K Buy
2023
Q4
$455K Sell
2023
Q3
$509K Buy
2023
Q2
$389K Sell
2023
Q1
$466K Sell
2022
Q4
$514K Buy
2022
Q3
$399K Sell
2022
Q2
$495K Sell
2022
Q1
$532K Sell
2021
Q4
$541K Buy
2021
Q3
$392K Buy
2021
Q2
$394K Buy
2021
Q1
$219K Buy
2020
Q4
$214K Buy