Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$781K Buy
2024
Q3
Sell
2024
Q2
$213K Sell
2024
Q1
$211K Sell
2023
Q4
$807K Buy
2023
Q3
$512K Buy
2022
Q3
Sell
2022
Q2
$912K Buy
2021
Q3
Sell
2021
Q2
$1.99M Buy
2021
Q1
$956K Sell
2020
Q4
$1.42M Buy