Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$331K Sell
2024
Q3
$468K Sell
2024
Q2
$553K Sell
2024
Q1
$805K Sell
2023
Q4
$969K Buy
2023
Q3
$571K Buy
2023
Q2
$651K Buy
2023
Q1
$719K Buy
2022
Q4
$680K Buy
2022
Q3
$470K Buy
2022
Q2
$573K Buy
2022
Q1
$750K Sell
2021
Q4
$990K Buy