Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$230K Sell
2024
Q3
$302K Buy
2024
Q2
$210K Sell
2024
Q1
$336K Sell
2023
Q4
$385K Sell
2023
Q3
$351K Sell
2023
Q2
$462K Buy
2023
Q1
$102K Buy
2022
Q4
$17.3K Sell
2022
Q3
$87K Sell
2022
Q2
$189K Sell
2022
Q1
$336K Buy
2021
Q4
$150K Buy