Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$290K Sell
2024
Q4
$476K Buy
2024
Q3
$484K Sell
2024
Q2
$499K Buy
2024
Q1
$424K Buy
2023
Q4
$333K Buy
2023
Q3
$353K Sell
2023
Q2
$544K Buy
2023
Q1
$599K Sell
2022
Q4
$918K Buy
2022
Q3
$668K Buy
2022
Q2
$510K Buy
2022
Q1
$248K Buy
2021
Q4
$267K Buy