Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$686K Sell
2024
Q3
$1.16M Sell
2024
Q2
$1.15M Sell
2024
Q1
$1.48M Sell
2023
Q4
$1.45M Hold
2023
Q3
$1.34M Hold
2023
Q2
$1.55M Hold
2023
Q1
$1.49M Sell
2022
Q4
$1.45M Sell
2022
Q3
$1.3M Hold
2022
Q2
$1.4M Hold
2022
Q1
$1.58M Hold
2021
Q4
$1.74M Buy
2021
Q3
$1.42M Hold
2021
Q2
$1.36M Buy