Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.36M Buy
2025
Q2
$700K Hold
2025
Q1
$790K Sell
2024
Q4
$697K Buy
2024
Q3
$774K Hold
2024
Q2
$673K Sell
2024
Q1
$760K Sell
2023
Q4
$677K Sell
2023
Q3
$1.17M Buy
2023
Q2
$650K Hold
2023
Q1
$769K Sell
2022
Q4
$855K Buy