Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$506K Hold
2024
Q3
$488K Hold
2024
Q2
$413K Hold
2024
Q1
$472K Buy
2023
Q3
Sell
2023
Q2
$4.56M Buy
2023
Q1
$3.46M Sell
2022
Q4
$5.27M Sell
2022
Q3
$4.78M Buy
2022
Q2
$444K Sell
2022
Q1
$1.72M Hold
2021
Q4
$1.56M Buy