Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$637K Hold
2024
Q3
$716K Hold
2024
Q2
$706K Sell
2024
Q1
$828K Sell
2023
Q4
$1.5M Hold
2023
Q3
$1.59M Hold
2023
Q2
$1.76M Hold
2023
Q1
$1.49M Sell
2022
Q4
$2.11M Hold
2022
Q3
$1.73M Hold
2022
Q2
$1.94M Hold
2022
Q1
$2.19M Sell
2021
Q4
$2.01M Hold
2021
Q3
$1.66M Hold
2021
Q2
$1.61M Hold
2021
Q1
$1.62M Buy