Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$2.52M Buy
2024
Q3
$2.35M Sell
2024
Q2
$2.02M Buy
2024
Q1
$2.29M Sell
2023
Q4
$2.03M Buy
2023
Q3
$1.31M Buy
2023
Q2
$879K Hold
2023
Q1
$807K Sell
2022
Q4
$776K Sell
2022
Q3
$780K Sell
2022
Q2
$816K Sell
2022
Q1
$1.02M Sell
2021
Q4
$961K Buy
2021
Q3
$916K Buy