Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$270K Sell
2024
Q3
$311K Sell
2024
Q2
$3.16M Sell
2024
Q1
$4.26M Buy
2023
Q4
Sell
2023
Q3
$1.03M Buy
2023
Q2
$720K Buy
2022
Q2
Sell
2022
Q1
$634K Buy
2021
Q4
Sell
2021
Q3
$291K Sell
2021
Q2
$668K Buy
2020
Q3
Sell
2020
Q2
$257K Buy