Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9.6M Buy
2025
Q1
Sell
2024
Q4
$5.92M Buy
2024
Q3
Sell
2024
Q2
$242K Buy
2023
Q4
Sell
2023
Q3
$429K Sell
2023
Q2
$694K Sell
2023
Q1
$626K Buy
2022
Q4
$484K Sell
2022
Q3
$1.46M Buy
2022
Q2
$230K Buy
2021
Q4
Sell
2021
Q3
$419K Sell
2021
Q2
$755K Buy
2021
Q1
$246K Buy
2020
Q4
$222K Buy