Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$251K Sell
2024
Q3
$309K Sell
2024
Q2
$393K Sell
2024
Q1
$669K Sell
2023
Q4
$794K Sell
2023
Q3
$719K Sell
2023
Q2
$869K Buy
2023
Q1
$958K Sell
2022
Q4
$944K Buy
2022
Q3
$669K Buy
2022
Q2
$802K Buy
2022
Q1
$981K Buy
2021
Q4
$1.2M Buy