Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.13M Hold
2025
Q2
$1.12M Buy
2025
Q1
$1.15M Buy
2024
Q4
$958K Sell
2024
Q3
$1.03M Buy
2024
Q2
$1.1M Hold
2024
Q1
$1.02M Hold
2023
Q4
$1.01M Hold
2023
Q3
$985K Sell
2023
Q2
$302M Buy
2023
Q1
$289M Buy