Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.61M Hold
2025
Q2
$1.68M Sell
2025
Q1
$1.42M Hold
2024
Q4
$1.26M Sell
2024
Q3
$1.28M Buy
2024
Q2
$987K Hold
2024
Q1
$1.09M Sell
2023
Q4
$943K Hold
2023
Q3
$809K Sell
2023
Q2
$777K Buy
2023
Q1
$740K Hold
2022
Q4
$796K Hold
2022
Q3
$671K Hold
2022
Q2
$797K Hold
2022
Q1
$734K Hold
2021
Q4
$755K Buy