Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.13M Sell
2025
Q2
$941K Sell
2025
Q1
$842K Sell
2024
Q4
$831K Sell
2024
Q3
$1.16M Sell
2024
Q2
$1.37M Sell
2024
Q1
$1.18M Hold
2023
Q4
$982K Hold
2023
Q3
$775K Buy
2023
Q2
$788K Sell
2023
Q1
$668K Hold
2022
Q4
$631K Buy