Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Hold
2024
Q4
Sell
2024
Q3
$478K Sell
2024
Q2
$473K Sell
2024
Q1
$775K Buy
2023
Q2
Sell
2023
Q1
$407K Buy
2022
Q2
Sell
2022
Q1
$385K Buy
2020
Q4
Sell
2020
Q3
$1.63M Buy
2020
Q2
$379K Buy
2020
Q1
Sell
2019
Q4
$338K Buy