Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$484K Sell
2024
Q3
$509K Sell
2024
Q2
$774K Buy
2024
Q1
$786K Sell
2023
Q4
$1.8M Buy
2023
Q3
$1.76M Sell
2023
Q2
$1.62M Buy
2023
Q1
$1.51M Buy
2022
Q4
$648K Buy