Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.21M Buy
2023
Q3
Sell
2023
Q2
$826K Hold
2023
Q1
$655K Sell
2022
Q4
$412K Buy
2022
Q3
$884K Sell
2022
Q2
$779K Sell
2022
Q1
$1.27M Hold
2021
Q4
$1.25M Sell
2021
Q3
$948K Buy
2021
Q2
$819K Hold
2021
Q1
$805K Hold
2020
Q4
$850K Buy
2020
Q3
$514K Buy
2020
Q2
$251K Buy