Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$230K Buy
2024
Q2
Sell
2024
Q1
$261K Sell
2023
Q4
$353K Buy
2023
Q3
$212K Buy
2023
Q2
$201K Buy
2022
Q2
Sell
2022
Q1
$411K Buy
2021
Q4
$383K Sell
2021
Q3
$426K Buy
2021
Q2
$375K Sell
2021
Q1
$357K Sell
2020
Q4
$453K Hold
2020
Q3
$444K Buy
2020
Q2
$374K Buy