Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$297K Buy
2024
Q3
Sell
2024
Q2
$221K Sell
2024
Q1
$1.05M Buy
2016
Q4
Sell
2016
Q3
$2.1M Buy
2016
Q2
$865K Buy