Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.23M Buy
2024
Q4
Sell
2024
Q3
$229K Sell
2024
Q2
$289K Buy
2024
Q1
$266K Buy
2023
Q1
Sell
2022
Q4
$248K Buy
2022
Q2
Sell
2022
Q1
$223K Buy
2021
Q4
$238K Hold
2021
Q3
$246K Hold
2021
Q2
$238K Hold
2021
Q1
$209K Sell
2020
Q4
$331K Buy