Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$624K Buy
2024
Q4
Sell
2024
Q3
$121K Sell
2024
Q2
$308K Sell
2024
Q1
$417K Buy
2023
Q4
$158K Sell
2023
Q3
$377K Buy
2023
Q2
$267K Buy
2023
Q1
Sell
2022
Q4
$332K Sell
2022
Q3
$331K Buy
2021
Q3
Sell
2021
Q2
$486K Buy
2021
Q1
Sell
2020
Q4
$126K Buy