Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$899K Buy
2023
Q1
Sell
2022
Q4
$408K Sell
2022
Q3
$570K Sell
2022
Q2
$563K Hold
2022
Q1
$981K Buy
2021
Q4
$943K Buy
2021
Q3
Sell
2021
Q2
$1.5M Buy
2019
Q4
Sell
2019
Q3
$15K Buy
2019
Q2
Hold