Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$825K Buy
2024
Q4
$811K Buy
2024
Q3
$794K Sell
2024
Q2
$1.13M Buy
2024
Q1
$1.08M Sell
2023
Q4
$1.04M Sell
2023
Q3
$851K Buy
2023
Q2
$281K Sell
2023
Q1
$677K Buy
2022
Q4
$220K Buy
2022
Q1
Sell
2021
Q4
$354K Sell
2021
Q3
$310K Buy
2021
Q2
$248K Buy