Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.02M Hold
2025
Q3
$993K Sell
2025
Q2
$974M Buy
2025
Q1
$940K Hold
2024
Q4
$826K Hold
2024
Q3
$875K Hold
2024
Q2
$654K Sell
2024
Q1
$679K Hold
2023
Q4
$700K Buy