Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$657K Sell
2024
Q4
$790K Buy
2024
Q3
$732K Sell
2024
Q2
$824K Buy
2024
Q1
$690K Sell
2023
Q4
$648K Buy
2023
Q3
$606K Buy
2023
Q2
$375K Sell
2023
Q1
$421K Sell
2022
Q4
$466K Buy
2021
Q1
Sell
2020
Q4
$203K Buy
2020
Q3
$204K Buy