Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$213K Sell
2024
Q3
$336K Buy
2024
Q2
Sell
2024
Q1
$336K Sell
2023
Q4
$477K Buy
2023
Q3
$202K Sell
2023
Q2
$614K Sell
2023
Q1
$1.36M Buy
2022
Q4
$1.36M Buy
2022
Q3
$1.01M Buy
2022
Q2
$429K Buy
2022
Q1
$706K Buy
2021
Q4
$1.14M Buy
2021
Q3
$960K Buy
2021
Q2
$882K Buy
2021
Q1
$591K Buy
2020
Q4
$257K Buy