Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$527K Buy
2024
Q4
$416K Sell
2024
Q3
$456K Sell
2024
Q2
$542K Buy
2024
Q1
$493K Sell
2023
Q4
$513K Buy
2023
Q3
$457K Buy
2023
Q2
$350K Sell
2023
Q1
$433K Buy
2022
Q4
$420K Sell
2022
Q3
$372K Buy
2022
Q2
$345K Buy
2022
Q1
$248K Buy