Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$690K Buy
2023
Q4
Sell
2023
Q3
$377K Buy
2023
Q1
Sell
2022
Q4
$803K Buy
2022
Q3
Sell
2022
Q2
$384K Buy
2022
Q1
$270K Buy
2021
Q1
Sell
2020
Q4
$301K Buy
2020
Q1
Sell
2019
Q4
$164K Buy