Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$700K Buy
2024
Q2
Sell
2024
Q1
$764K Buy
2023
Q4
Sell
2023
Q3
$950K Buy
2023
Q1
Sell
2022
Q4
$307K Sell
2022
Q3
$914K Buy
2022
Q2
$1.25M Buy
2022
Q1
$326K Buy
2021
Q4
$463K Buy
2021
Q1
Sell
2020
Q4
$1.13M Sell
2020
Q3
$3.04M Buy
2019
Q4
Sell
2019
Q3
$753K Sell
2019
Q2
$1.83M Buy
2019
Q1
$469K Sell
2018
Q4
$822K Buy