Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$362K Sell
2024
Q3
$2.47M Buy
2024
Q2
$2.16M Buy
2024
Q1
$1.01M Sell
2023
Q4
$920K Sell
2023
Q3
$813K Sell
2023
Q2
$904K Sell
2023
Q1
$833K Sell
2022
Q4
$789K Sell
2022
Q3
$653K Sell
2022
Q2
$781K Sell
2022
Q1
$999K Buy
2021
Q4
$1.02M Buy
2021
Q3
$761K Sell
2021
Q2
$766K Buy
2021
Q1
$695K Buy
2020
Q4
$528K Buy