Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$341K Buy
2024
Q3
$363K Sell
2024
Q2
$435K Sell
2024
Q1
$525K Buy
2023
Q4
$209K Sell
2023
Q3
$476K Sell
2023
Q2
$679K Buy
2023
Q1
$703K Buy
2022
Q4
$598K Sell
2022
Q3
$551K Buy
2022
Q2
$581K Buy
2022
Q1
$541K Buy
2021
Q4
$611K Buy