Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$378K Sell
2024
Q3
$647K Buy
2024
Q2
$626K Buy
2024
Q1
$348K Hold
2023
Q4
$385K Sell
2023
Q3
$414K Sell
2023
Q2
$1.72M Sell
2023
Q1
$2.59M Sell
2022
Q4
$2.92M Buy
2022
Q3
$2.47M Buy
2022
Q2
$1.28M Sell
2022
Q1
$2.86M Buy
2021
Q4
$379K Buy