Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$411K Buy
2025
Q1
Sell
2024
Q4
$396K Sell
2024
Q3
$456K Sell
2024
Q2
$1.3M Sell
2024
Q1
$1.52M Buy
2023
Q4
$1.41M Buy
2023
Q3
$1.03M Sell
2023
Q2
$963K Buy
2023
Q1
$887K Buy
2022
Q4
$838K Buy
2022
Q3
$591K Buy
2022
Q2
$760K Sell
2022
Q1
$884K Buy
2021
Q4
$1.07M Buy