Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.34M Buy
2025
Q2
$1.12M Buy
2025
Q1
$930K Sell
2024
Q4
$816K Hold
2024
Q3
$682K Hold
2024
Q2
$627K Sell
2024
Q1
$610K Sell
2023
Q4
$760K Sell
2023
Q3
$683K Sell
2023
Q2
$589K Sell
2023
Q1
$765K Sell
2022
Q4
$751K Buy
2022
Q3
$651K Buy
2022
Q2
$607K Buy
2022
Q1
$566K Sell
2021
Q4
$490K Sell
2021
Q3
$535K Sell
2021
Q2
$502K Buy