Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$894K Sell
2024
Q4
$1.08M Sell
2024
Q3
$1M Buy
2024
Q2
$807K Buy
2024
Q1
$422K Sell
2023
Q4
$330K Sell
2023
Q3
$291K Buy
2023
Q2
$308K Sell
2023
Q1
$313K Buy
2022
Q4
Sell
2022
Q3
$289K Buy
2022
Q2
$262K Sell
2022
Q1
$432K Sell
2021
Q4
$513K Buy
2021
Q3
$469K Sell
2021
Q2
$542K Buy
2021
Q1
$532K Buy