Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$706K Sell
2024
Q3
$3.33M Buy
2024
Q2
$689K Buy
2024
Q1
$678K Buy
2023
Q4
$540K Sell
2023
Q3
$585K Sell
2023
Q2
$798K Sell
2023
Q1
$698K Buy
2022
Q4
$642K Buy
2022
Q3
$511K Buy