Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.09M Sell
2025
Q2
$1.15M Hold
2025
Q1
$967K Sell
2024
Q4
$880K Buy
2024
Q3
$829K Sell
2024
Q2
$692K Sell
2024
Q1
$822K Sell
2023
Q4
$715K Sell
2023
Q3
$628K Sell
2023
Q2
$603K Sell
2023
Q1
$602K Sell
2022
Q4
$656K Hold
2022
Q3
$553K Sell
2022
Q2
$669K Sell
2022
Q1
$724K Buy
2021
Q4
$676K Buy