Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$789K Buy
2023
Q4
Sell
2023
Q3
$419K Buy
2023
Q2
$43K Sell
2023
Q1
$947K Buy
2022
Q4
Sell
2022
Q3
$70K Sell
2022
Q2
$1.04M Sell
2022
Q1
$2.38M Buy
2021
Q4
$1.57M Buy