Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$226K Buy
2024
Q3
$257K Buy
2024
Q2
$228K Sell
2024
Q1
$225K Buy
2023
Q4
$259K Sell
2023
Q3
$240K Sell
2023
Q2
$245K Sell
2023
Q1
$241K Sell
2022
Q4
$289K Sell
2022
Q3
$374K Sell
2022
Q2
$441K Buy
2022
Q1
$470K Sell
2021
Q4
$645K Sell
2021
Q3
$528K Buy
2021
Q2
$436K Sell
2021
Q1
$376K Buy