Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$562K Buy
2024
Q4
Sell
2024
Q3
$266K Buy
2024
Q2
$211K Sell
2024
Q1
$236K Sell
2023
Q4
$436K Sell
2023
Q3
$672K Buy
2023
Q2
$594K Buy
2023
Q1
$667K Buy
2022
Q4
$680K Buy
2022
Q3
$575K Buy
2022
Q2
$255K Buy
2013
Q4
Sell
2013
Q3
$731K Sell
2013
Q2
$864K Buy