Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$376K Sell
2025
Q2
$3.17M Sell
2025
Q1
$6.95M Sell
2024
Q4
$5.8M Buy
2024
Q3
$7.39M Sell
2024
Q2
$130M Sell
2024
Q1
$161M Buy
2023
Q4
$165M Buy
2023
Q3
$75.3M Buy
2023
Q2
$91M Buy
2023
Q1
$74.4M Buy