Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$387K Sell
2024
Q3
$1.74M Buy
2024
Q1
Sell
2023
Q4
$540K Sell
2023
Q3
$995K Buy
2022
Q2
Sell
2022
Q1
$619K Buy
2021
Q4
$207K Sell
2021
Q3
$632K Buy
2021
Q2
Sell
2021
Q1
$238K Buy