Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$571K Sell
2024
Q3
$535K Sell
2024
Q2
$431K Sell
2024
Q1
$555K Sell
2023
Q4
$498K Buy
2023
Q3
$427K Buy
2023
Q2
$337K Sell
2023
Q1
$226K Buy
2022
Q4
$297K Sell
2022
Q3
$309K Buy
2022
Q2
$254K Sell
2022
Q1
$269K Buy
2021
Q4
$263K Buy