Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.12M Sell
2025
Q2
$940K Hold
2025
Q1
$690K Buy
2024
Q4
$779K Sell
2024
Q3
$777K Buy
2024
Q2
$772K Hold
2024
Q1
$605K Hold
2023
Q4
$463K Sell
2023
Q3
$390K Hold
2023
Q2
$453K Sell
2023
Q1
$637K Sell
2022
Q4
$510K Buy