Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.35M Buy
2024
Q4
$956K Buy
2024
Q3
$768K Buy
2024
Q2
$640K Buy
2024
Q1
$622K Buy
2023
Q4
$341K Buy
2023
Q3
$294K Buy
2023
Q1
Sell
2022
Q4
$268K Sell
2022
Q3
$256K Hold
2022
Q2
$284K Sell
2022
Q1
$343K Sell
2021
Q4
$444K Buy
2020
Q3
Sell
2020
Q2
$277K Hold
2020
Q1
$231K Buy