Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$459K Buy
2024
Q3
Sell
2024
Q2
$653K Buy
2024
Q1
$655K Buy
2023
Q4
$536K Sell
2023
Q3
$550K Sell
2023
Q2
$863K Buy
2023
Q1
$400K Buy
2022
Q4
$283K Buy
2022
Q1
Sell
2021
Q4
$228K Buy