Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$466K Buy
2023
Q4
Sell
2023
Q3
$837K Sell
2023
Q2
$1.03M Hold
2023
Q1
$1.21M Sell
2022
Q4
$1.51M Sell
2022
Q3
$1.85M Sell
2022
Q2
$2.03M Hold
2022
Q1
$2.2M Sell
2021
Q4
$3.83M Sell
2021
Q3
$5.53M Sell
2021
Q2
$4.94M Sell
2021
Q1
$4.92M Sell
2020
Q4
$6.71M Buy