Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.13M Buy
2024
Q4
$821K Buy
2024
Q3
$719K Sell
2024
Q2
$657K Buy
2024
Q1
$528K Buy
2023
Q4
$425K Sell
2023
Q3
$397K Buy
2023
Q2
$336K Sell
2023
Q1
$315K Buy
2022
Q4
$324K Buy
2022
Q1
Sell
2021
Q4
$235K Buy