Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.83M Sell
2024
Q3
$1.89M Sell
2024
Q2
$1.68M Buy
2024
Q1
$1.49M Sell
2023
Q4
$1.45M Buy
2023
Q3
$990K Buy
2023
Q2
$909K Buy
2023
Q1
$993K Hold
2022
Q4
$993K Buy
2022
Q3
$821K Sell
2022
Q2
$1.15M Sell
2022
Q1
$1.04M Buy
2021
Q4
$1.06M Sell
2021
Q3
$1.19M Buy