Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.45M Buy
2023
Q3
Sell
2023
Q2
$865K Buy
2022
Q4
Hold
2022
Q3
Sell
2022
Q2
$337K Sell
2022
Q1
$1.97M Buy
2021
Q4
Sell
2021
Q3
$4.38M Buy
2021
Q2
$4.44M Buy
2021
Q1
$345K Sell
2020
Q4
$1.25M Buy