Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$404K Sell
2024
Q3
$690K Buy
2024
Q2
$651K Sell
2024
Q1
$745K Buy
2023
Q4
$661K Buy
2023
Q3
$573K Sell
2023
Q2
$862K Sell
2023
Q1
$917K Sell
2022
Q4
$868K Buy