Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$797K Sell
2024
Q4
$724K Buy
2024
Q3
$626K Sell
2024
Q2
$625K Sell
2024
Q1
$1.22M Sell
2023
Q4
$1.21M Sell
2023
Q3
$1.68M Sell
2023
Q2
$1.94M Buy
2023
Q1
$1.67M Sell
2022
Q4
$1.72M Buy