Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$228K Sell
2024
Q3
$282K Sell
2024
Q2
$417K Buy
2024
Q1
$420K Buy
2023
Q4
$285K Buy
2023
Q3
$281K Sell
2023
Q2
$305K Sell
2023
Q1
$503K Sell
2022
Q4
$456K Buy
2022
Q3
$250K Buy
2022
Q2
$317K Sell
2022
Q1
$330K Buy
2021
Q4
$130K Buy