Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Hold
2023
Q4
Sell
2023
Q3
$617K Sell
2023
Q2
$838K Buy
2023
Q1
Sell
2022
Q4
$1.45M Buy
2022
Q3
$416K Buy
2022
Q1
Sell
2021
Q4
$535K Buy