Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$680K Buy
2023
Q1
Sell
2022
Q4
$818K Hold
2022
Q3
$695K Buy
2022
Q2
$854K Hold
2022
Q1
$928K Buy
2021
Q4
$712K Sell
2021
Q3
$1.23M Sell
2021
Q2
$1.45M Buy
2021
Q1
$1.22M Sell
2020
Q4
$1.26M Sell
2020
Q3
$1.21M Buy