Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$289K Sell
2024
Q3
$391K Buy
2024
Q2
$28.4K Sell
2024
Q1
$798K Buy
2023
Q4
$861K Buy
2023
Q3
$534K Buy
2023
Q2
$449K Sell
2023
Q1
$941K Sell
2022
Q4
$632K Buy
2022
Q3
$1.06M Sell
2022
Q2
$813K Sell
2022
Q1
$2M Buy
2021
Q4
$1.52M Buy
2021
Q3
$1.21M Buy