Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$355K Sell
2024
Q3
$2.49M Buy
2024
Q2
$1.31M Buy
2024
Q1
$916K Buy
2023
Q4
$562K Buy
2023
Q3
$482K Buy
2023
Q2
$400K Buy
2022
Q2
Sell
2022
Q1
$313K Buy
2021
Q4
$245K Sell
2021
Q3
$723K Buy
2021
Q2
$451K Buy