Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$331K Buy
2023
Q4
Sell
2023
Q3
$1.17M Buy
2023
Q2
Sell
2023
Q1
$491K Buy
2022
Q3
Sell
2022
Q2
$542K Buy
2022
Q1
$311K Buy
2021
Q4
Sell
2021
Q3
$355K Sell
2021
Q2
$717K Buy
2020
Q3
Sell
2020
Q2
$275K Sell
2020
Q1
$516K Buy
2019
Q4
$309K Buy