Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.08M Sell
2025
Q2
$888K Sell
2025
Q1
$652K Buy
2024
Q4
$764K Buy
2024
Q3
$628K Sell
2024
Q2
$681K Sell
2024
Q1
$703K Sell
2023
Q4
$530K Sell
2023
Q3
$673K Hold
2023
Q2
$782K Buy
2023
Q1
$538K Buy