Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$908K Sell
2024
Q3
$3.26M Buy
2024
Q2
$2.93M Buy
2023
Q4
Sell
2023
Q3
$204K Sell
2023
Q2
$334K Buy
2023
Q1
$290K Buy
2022
Q4
$253K Buy
2022
Q3
$222K Sell
2022
Q2
$495K Buy
2022
Q1
$240K Buy
2021
Q4
$212K Buy