Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$890K Buy
2023
Q1
Sell
2022
Q4
$718K Buy
2022
Q3
$549K Buy
2022
Q2
$589K Buy
2022
Q1
$560K Buy
2021
Q4
$633K Buy
2021
Q3
$608K Buy
2021
Q2
$505K Buy
2019
Q4
Sell
2019
Q3
$2.27M Sell
2019
Q2
$2.4M Buy
2019
Q1
$2.74M Buy
2018
Q4
$2.23M Sell
2018
Q3
$3M Buy
2018
Q2
$2.72M Buy