Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$985K Sell
2025
Q4
$832K Buy
2024
Q4
$536K Buy
2024
Q2
$908K Sell
2024
Q1
$1.33M Sell
2023
Q4
$1.58M Sell
2023
Q3
$1.19M Sell
2023
Q2
$1.15M Sell
2023
Q1
$1.14M Buy
2022
Q4
$919K Sell
2022
Q3
$897K Buy
2022
Q2
$825K Buy
2021
Q4
$1.19M Sell
2021
Q3
$1.24M Buy