Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$323K Buy
2024
Q3
$194K Buy
2023
Q2
Sell
2023
Q1
$1.98M Buy
2022
Q2
Sell
2022
Q1
$884K Buy
2021
Q4
$656K Buy
2021
Q3
Sell
2021
Q2
$1.69M Buy
2021
Q1
$1.1M Buy