Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$735K Hold
2024
Q3
$717K Hold
2024
Q2
$574K Sell
2024
Q1
$755K Hold
2023
Q4
$766K Buy
2023
Q3
Sell
2023
Q2
$2.65M Hold
2023
Q1
$3.29M Hold
2022
Q4
$2.86M Hold
2022
Q3
$2.7M Buy
2022
Q2
Sell
2022
Q1
$2.56M Buy
2021
Q4
$2.67M Buy