Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$720K Buy
2024
Q3
$561K Hold
2024
Q2
$561K Sell
2024
Q1
$718K Sell
2023
Q4
$860K Sell
2023
Q3
$739K Sell
2023
Q2
$741K Sell
2023
Q1
$795K Sell
2022
Q4
$652K Buy
2022
Q3
$517K Sell
2022
Q2
$579K Sell
2022
Q1
$1.05M Buy
2021
Q4
$1.24M Buy
2021
Q3
$1.07M Buy
2021
Q2
$511K Buy