Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$447K Sell
2024
Q3
$549K Buy
2024
Q2
$581K Buy
2024
Q1
$605K Buy
2023
Q4
$564K Sell
2023
Q3
$1.04M Sell
2023
Q2
$1.67M Buy
2023
Q1
$897K Sell
2022
Q4
$1.32M Sell
2022
Q3
$1.86M Buy
2022
Q2
$1.61M Buy
2022
Q1
$1.63M Buy
2021
Q4
$1.86M Buy
2021
Q3
$406K Sell
2021
Q2
$459K Sell
2021
Q1
$577K Buy