Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$232K Buy
2024
Q3
Sell
2024
Q2
$592K Sell
2024
Q1
$577K Sell
2023
Q4
$644K Buy
2023
Q3
$250K Sell
2023
Q2
$550K Sell
2023
Q1
$517K Sell
2022
Q4
$2.13M Buy
2022
Q3
$439K Sell
2022
Q2
$2.8M Sell
2022
Q1
$4.97M Buy