Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$973K Buy
2024
Q3
$829K Buy
2024
Q2
$545K Buy
2024
Q1
$464K Buy
2023
Q4
$99K Sell
2023
Q3
$146K Buy
2023
Q2
$169K Buy
2022
Q2
Sell
2022
Q1
$348K Buy
2021
Q4
Sell
2021
Q3
$561K Sell
2021
Q2
$799K Buy
2020
Q4
Sell
2020
Q3
$283K Buy
2020
Q2
$200K Buy
2020
Q1
Sell
2019
Q4
$753K Buy