Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$510K Sell
2025
Q3
$580K Sell
2025
Q2
$595M Buy
2025
Q1
$581K Hold
2024
Q4
$468K Sell
2024
Q3
$455K Hold
2024
Q2
$396K Hold
2024
Q1
$364K Sell
2023
Q4
$404K Buy