Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$121K Buy
2024
Q4
Sell
2024
Q3
$782K Buy
2024
Q1
Sell
2023
Q4
$280K Buy
2023
Q3
$200K Sell
2023
Q2
$578K Sell
2023
Q1
$759K Buy
2022
Q4
Sell
2022
Q3
$750K Buy
2022
Q2
$279K Buy
2022
Q1
Sell
2021
Q4
$206K Buy