Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12M Hold
2025
Q2
$12M Sell
2025
Q1
$8.24M Sell
2024
Q4
$10.4M Sell
2024
Q3
$9.41M Buy
2024
Q2
$9.57M Buy
2024
Q1
$6.99M Sell
2023
Q4
$3.85M Sell
2023
Q3
$3.53M Buy
2023
Q2
$3.41M Buy
2023
Q1
$2.22M Buy
2022
Q4
$9K Hold
2022
Q3
$8K Hold
2022
Q2
$9K Hold
2022
Q1
$17K Hold
2021
Q4
$18K Hold
2021
Q3
$13K Buy