Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$848K Sell
2024
Q3
$703K Buy
2024
Q2
$539K Hold
2024
Q1
$539K Buy
2023
Q4
$539K Buy
2023
Q3
$371K Buy
2023
Q2
$439K Sell
2023
Q1
$337K Buy
2022
Q4
$243K Sell
2022
Q3
$192K Buy
2022
Q2
$187K Buy
2022
Q1
$301K Buy
2021
Q4
$271K Buy
2021
Q3
$240K Hold
2021
Q2
$259K Buy