Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$729K Sell
2025
Q4
$1.5M Buy
2025
Q3
$585K Sell
2025
Q2
$411K Buy
2025
Q1
$342K Sell
2024
Q4
$948K Buy
2024
Q3
$939K Buy
2024
Q2
$112K Sell
2024
Q1
$132K Sell
2023
Q4
$285K Buy
2023
Q3
$84.6K Buy
2023
Q2
$104K Sell
2023
Q1
$167K Sell
2022
Q4
$689K Buy
2022
Q3
$445K Buy
2022
Q2
$33K Sell
2022
Q1
$117K Buy