Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.7M Buy
2025
Q4
$611K Buy
2025
Q1
Sell
2024
Q4
$57K Hold
2024
Q3
$60K Hold
2024
Q2
$68K Buy
2022
Q1
Sell
2021
Q4
$800K Buy