Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$695K Buy
2024
Q3
$566K Buy
2024
Q2
Sell
2024
Q1
$248K Sell
2023
Q4
$1.77M Buy
2023
Q3
$859K Buy
2023
Q2
$360K Buy
2023
Q1
$275K Buy
2022
Q2
Sell
2022
Q1
$544K Sell
2021
Q4
$691K Sell
2021
Q3
$757K Buy
2021
Q2
$354K Sell
2021
Q1
$3.02M Buy