Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Hold
2024
Q4
Sell
2024
Q3
$805K Buy
2024
Q2
$404K Buy
2024
Q1
Sell
2023
Q4
$160K Sell
2023
Q3
$947K Buy
2023
Q1
Sell
2022
Q4
$261K Buy