Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.53M Buy
2025
Q1
Sell
2024
Q4
$1.26M Hold
2024
Q3
$1.18M Hold
2024
Q2
$1.08M Buy
2024
Q1
Sell
2023
Q4
$1.01M Sell
2023
Q3
$1.06M Sell
2023
Q2
$1.12M Buy
2023
Q1
Sell
2022
Q4
$753K Sell
2022
Q3
$635K Buy
2022
Q2
Sell
2022
Q1
$885K Sell
2021
Q4
$1.29M Buy
2020
Q4
Sell
2020
Q3
$1.19M Buy