Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.05M Buy
2024
Q3
Sell
2024
Q2
$1.08M Buy
2024
Q1
$864K Buy
2023
Q4
$315K Buy
2022
Q1
Sell
2021
Q4
$261K Sell
2021
Q3
$319K Sell
2021
Q2
$311K Sell
2021
Q1
$323K Sell
2020
Q4
$271K Sell
2020
Q3
$208K Buy
2020
Q2
Sell
2020
Q1
$287K Sell
2019
Q4
$1.03M Buy