Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$694K Buy
2024
Q4
Sell
2024
Q3
$813K Buy
2024
Q2
$277K Buy
2024
Q1
Sell
2023
Q4
$544K Buy
2023
Q3
Sell
2023
Q2
$348K Sell
2023
Q1
$1.04M Buy
2022
Q4
$626K Sell
2022
Q3
$673K Sell
2022
Q2
$989K Sell
2022
Q1
$1.19M Buy
2021
Q4
$740K Buy
2021
Q3
$686K Buy
2021
Q2
$648K Sell
2021
Q1
$665K Buy
2020
Q2
Sell
2020
Q1
$406K Buy