Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.31M Buy
2023
Q4
Sell
2023
Q3
$1.09M Buy
2023
Q2
Sell
2023
Q1
$575K Buy
2022
Q4
$548K Sell
2022
Q3
$721K Buy
2022
Q2
$378K Sell
2022
Q1
$932K Buy
2021
Q4
$587K Buy
2021
Q1
Sell
2020
Q4
$390K Buy
2020
Q3
Sell
2020
Q2
$278K Buy