Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.02M Hold
2025
Q2
$726K Sell
2025
Q1
$608K Buy
2024
Q4
$913K Sell
2024
Q3
$594K Sell
2024
Q2
$466K Sell
2024
Q1
$432K Sell
2023
Q4
$660K Sell
2023
Q3
$741K Buy
2023
Q2
$764K Sell
2023
Q1
$610K Sell
2022
Q4
$364K Buy
2022
Q3
$724K Sell
2022
Q2
$631K Buy
2022
Q1
$472K Buy