Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$388K Buy
2024
Q2
Sell
2024
Q1
$836K Sell
2023
Q4
$760K Sell
2023
Q3
$691K Sell
2023
Q2
$841K Sell
2023
Q1
$727K Sell
2022
Q4
$947K Sell
2022
Q3
$812K Buy
2022
Q2
$47K Buy
2022
Q1
$57K Buy