Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1M Sell
2025
Q2
$1.05M Sell
2025
Q1
$890K Sell
2024
Q4
$788K Sell
2024
Q3
$799K Sell
2024
Q2
$626K Sell
2024
Q1
$701K Sell
2023
Q4
$602K Hold
2023
Q3
$516K Sell
2023
Q2
$498K Sell
2023
Q1
$494K Sell
2022
Q4
$545K Buy
2022
Q3
$458K Buy
2022
Q2
$540K Buy