Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$578K Sell
2024
Q3
$586K Sell
2024
Q2
$703K Sell
2024
Q1
$658K Sell
2023
Q4
$587K Sell
2023
Q3
$543K Sell
2023
Q2
$584K Sell
2023
Q1
$641K Sell
2022
Q4
$923K Sell
2022
Q3
$878K Sell
2022
Q2
$870K Buy
2022
Q1
$930K Hold
2021
Q4
$1.21M Hold
2021
Q3
$1.07M Buy
2021
Q2
$666K Buy
2021
Q1
$555K Buy
2020
Q4
$346K Buy