Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$476K Buy
2024
Q3
$557K Buy
2024
Q2
$485K Buy
2024
Q1
$486K Buy
2023
Q4
$436K Buy
2023
Q3
$334K Buy
2023
Q2
$298K Buy
2023
Q1
$342K Buy
2022
Q4
$321K Buy
2022
Q3
$224K Sell
2022
Q2
$258K Buy
2022
Q1
$307K Buy