Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$550K Sell
2024
Q3
$7.72M Buy
2024
Q2
$1.67M Sell
2024
Q1
$2.67M Buy
2023
Q4
$1.02M Buy
2023
Q3
Sell
2023
Q2
$2.39M Buy
2023
Q1
$773K Buy
2022
Q4
$464K Sell
2022
Q3
$386K Sell
2022
Q2
$755K Sell
2022
Q1
$1.84M Buy
2021
Q4
Sell
2021
Q3
$331K Sell
2021
Q2
$2.39M Buy
2021
Q1
$1.05M Buy