Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$466K Sell
2024
Q3
$620K Sell
2024
Q2
$643K Buy
2024
Q1
$690K Sell
2023
Q4
$1.12M Buy
2023
Q3
$551K Buy
2023
Q2
$37.6K Buy
2023
Q1
Sell
2022
Q4
$138K Sell
2022
Q3
$305K Buy
2022
Q2
Sell
2022
Q1
$114K Buy
2021
Q4
Sell
2021
Q3
$761K Buy
2021
Q2
$515K Buy
2021
Q1
$131K Sell
2020
Q4
$269K Buy