Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$291K Buy
2024
Q2
Sell
2024
Q1
$627K Buy
2023
Q4
$417K Buy
2023
Q3
$225K Buy
2023
Q2
Sell
2023
Q1
$328K Buy
2022
Q4
$203K Buy
2022
Q1
Sell
2021
Q4
$390K Buy