Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$425K Buy
2024
Q2
Sell
2024
Q1
$625K Sell
2023
Q4
$948K Buy
2023
Q3
$530K Sell
2023
Q2
$695K Sell
2023
Q1
$827K Buy
2022
Q4
$798K Buy
2022
Q3
$640K Sell
2022
Q2
$1.07M Sell
2022
Q1
$1.31M Buy