Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$218K Sell
2024
Q3
$1.51M Buy
2024
Q2
Sell
2024
Q1
$899K Buy
2023
Q3
Sell
2023
Q2
$1.7M Buy
2023
Q1
$461K Buy
2022
Q1
Sell
2021
Q4
$2.54M Buy
2021
Q3
Sell
2021
Q2
$898K Buy