Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$326K Buy
2025
Q1
Sell
2024
Q4
$929K Buy
2024
Q3
$699K Sell
2024
Q2
$790K Buy
2024
Q1
Sell
2023
Q4
$777K Buy
2023
Q1
Sell
2022
Q4
$421K Buy