Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.41M Sell
2025
Q4
$863K Buy
2025
Q3
$802K Buy
2025
Q2
$674K Sell
2025
Q1
$383K Buy
2024
Q4
$475K Buy
2024
Q3
$410K Buy