Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$736K Sell
2025
Q4
$1.17M Buy
2025
Q3
$703K Sell
2025
Q2
$838K Sell
2025
Q1
$723K Sell
2024
Q4
$827K Sell
2024
Q3
$934K Buy
2024
Q2
$729K Buy