Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$322K Sell
2024
Q3
$1.17M Buy
2024
Q2
Sell
2024
Q1
$1.47M Buy
2023
Q2
Sell
2023
Q1
$884K Buy
2022
Q4
$637K Buy
2022
Q2
Sell
2022
Q1
$305K Buy
2021
Q3
Sell
2021
Q2
$743K Buy