Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.02M Sell
2024
Q4
$857K Buy
2024
Q3
$924K Buy
2024
Q2
$891K Sell
2024
Q1
$817K Buy
2023
Q4
$794K Buy
2023
Q3
$740K Buy
2023
Q2
Sell
2023
Q1
$637K Buy
2022
Q4
$693K Buy