Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$282K Sell
2024
Q3
$788K Sell
2024
Q2
$952K Sell
2024
Q1
$1.06M Sell
2023
Q4
$1.28M Sell
2023
Q3
$1.48M Sell
2023
Q2
$1.37M Hold
2023
Q1
$1.32M Hold
2022
Q4
$1.28M Hold
2022
Q3
$1.12M Hold
2022
Q2
$1.31M Buy
2022
Q1
$865K Buy