Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$905K Buy
2024
Q3
$958K Buy
2024
Q2
$716K Sell
2024
Q1
$743K Hold
2023
Q4
$766K Buy
2023
Q3
$637K Sell
2023
Q2
$686K Buy
2023
Q1
$716K Hold
2022
Q4
$817K Sell
2022
Q3
$759K Buy
2022
Q2
$881K Buy
2022
Q1
$685K Hold
2021
Q4
$817K Buy