Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$727K Buy
2024
Q3
Sell
2024
Q2
$151K Sell
2024
Q1
$173K Sell
2023
Q4
$781K Sell
2023
Q3
$854K Sell
2023
Q2
$1.15M Sell
2023
Q1
$963K Buy
2022
Q4
$242K Buy
2022
Q3
$139K Buy
2022
Q2
$188K Buy
2018
Q4
Sell
2018
Q3
$133K Buy