Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$669K Sell
2025
Q4
$828K Buy
2025
Q3
$244K Buy
2024
Q4
$1.36M Buy
2024
Q2
$821K Buy
2024
Q1
$707K Sell
2023
Q4
$1.15M Sell
2023
Q3
$1.21M Buy
2023
Q2
$1.18M Buy
2023
Q1
$880K Sell
2022
Q4
$530K Sell
2022
Q3
$1.26M Buy
2022
Q2
$996K Buy
2021
Q4
$1.42M Buy
2021
Q3
$969K Buy