Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$692K Sell
2024
Q3
$637K Buy
2024
Q2
$462K Sell
2024
Q1
$412K Buy
2023
Q4
$350K Buy
2022
Q4
Sell
2022
Q3
$272K Sell
2022
Q2
$232K Buy
2022
Q1
$314K Buy
2021
Q4
$292K Buy