Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$850K Sell
2024
Q3
$1.14M Sell
2024
Q2
$1.21M Sell
2024
Q1
$1.54M Buy
2023
Q4
$1.31M Buy
2023
Q3
$538K Buy
2023
Q2
$489K Sell
2023
Q1
$559K Buy
2022
Q4
$644K Buy
2022
Q3
$380K Buy
2022
Q2
$299K Buy