Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.68M Sell
2024
Q3
$3.27M Sell
2024
Q2
$2.37M Sell
2024
Q1
$1.94M Buy
2023
Q4
$1.35M Buy
2023
Q3
$710K Buy
2023
Q2
$653K Buy
2023
Q1
$359K Hold
2022
Q4
$289K Sell
2022
Q3
$280K Sell
2022
Q2
$340K Sell
2022
Q1
$383K Sell
2021
Q4
$814K Buy