Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$837K Buy
2024
Q1
Sell
2023
Q4
$265K Hold
2023
Q3
$213K Buy
2021
Q2
Sell
2021
Q1
$1.41M Buy