Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$392K Buy
2024
Q2
Sell
2024
Q1
$584K Buy
2023
Q4
Sell
2023
Q3
$763K Buy
2023
Q2
$503K Buy
2021
Q4
Sell
2021
Q3
$767K Buy
2020
Q3
Sell
2020
Q2
$1.16M Buy