Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.2M Buy
2024
Q4
$1.02M Sell
2024
Q3
$954K Buy
2024
Q2
$500K Sell
2024
Q1
$716K Buy
2023
Q4
$577K Sell
2023
Q3
$615K Buy
2023
Q2
$427K Sell
2023
Q1
$440K Buy
2022
Q4
$395K Buy
2022
Q3
$249K Buy
2022
Q1
Sell
2021
Q4
$267K Buy
2020
Q3
Sell
2020
Q2
$1.02M Hold
2020
Q1
$859K Buy