Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$455K Buy
2024
Q1
Sell
2023
Q4
$1.35M Buy
2023
Q3
Sell
2023
Q2
$6.04M Buy
2023
Q1
$2.67M Buy
2022
Q1
Sell
2021
Q4
$2.83M Buy
2021
Q3
$1.14M Buy
2021
Q2
$1.15M Buy
2021
Q1
$747K Buy
2020
Q1
Sell
2019
Q4
$906K Buy
2019
Q3
$327K Buy