Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$639K Sell
2024
Q3
$939K Sell
2024
Q2
$959K Buy
2024
Q1
$321K Sell
2023
Q4
$396K Buy
2023
Q3
$269K Sell
2023
Q2
$408K Sell
2023
Q1
$493K Buy
2022
Q4
$459K Sell
2022
Q3
$555K Sell
2022
Q2
$696K Buy
2022
Q1
$871K Buy
2021
Q4
$431K Buy