Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$946K Buy
2023
Q4
Sell
2023
Q3
$2.21M Buy
2023
Q2
Hold
2023
Q1
Hold
2021
Q2
Hold
2021
Q1
Hold
2019
Q2
Sell
2019
Q1
$4.1M Buy
2015
Q2
Hold
2015
Q1
Hold