Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$533K Buy
2024
Q3
Sell
2024
Q2
$1.85M Buy
2024
Q1
$892K Buy
2023
Q4
Sell
2023
Q3
$532K Sell
2023
Q2
$572K Sell
2023
Q1
$800K Buy
2021
Q4
Sell
2021
Q3
$997K Buy
2021
Q2
$304K Buy
2020
Q3
Sell
2020
Q2
$354K Buy
2020
Q1
Sell
2019
Q4
$245K Buy