Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$298K Sell
2024
Q4
$407K Sell
2024
Q3
$502K Sell
2024
Q2
$607K Sell
2024
Q1
$571K Sell
2023
Q4
$884K Sell
2023
Q3
$470K Sell
2023
Q2
$1.06M Sell
2023
Q1
$688K Buy
2022
Q4
$726K Buy
2022
Q3
$553K Buy
2022
Q2
$735K Buy
2022
Q1
$427K Buy