Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$229K Sell
2024
Q3
$627K Buy
2024
Q2
$271K Sell
2024
Q1
$269K Sell
2023
Q4
$402K Buy
2023
Q3
$374K Sell
2023
Q2
$556K Buy
2023
Q1
$422K Sell
2022
Q4
$688K Sell
2022
Q3
$737K Buy
2022
Q2
$349K Sell
2022
Q1
$898K Buy
2021
Q4
$1.16M Sell
2021
Q3
$1.35K Buy
2021
Q2
$1.15K Buy
2020
Q4
Sell
2020
Q3
$161K Buy