Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$553K Sell
2024
Q3
$1.74M Buy
2024
Q2
$721K Buy
2024
Q1
Sell
2023
Q4
$2.04M Buy
2023
Q3
$988K Sell
2023
Q2
$1.61M Sell
2023
Q1
$2.97M Buy
2022
Q4
$1.22M Buy
2022
Q3
$592K Buy
2022
Q2
$312K Buy
2021
Q4
Sell
2021
Q3
$313K Sell
2021
Q2
$354K Sell
2021
Q1
$366K Buy
2020
Q4
$308K Sell
2020
Q3
$1M Buy