Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.15M Buy
2025
Q1
Sell
2024
Q4
$268K Buy
2023
Q1
Sell
2022
Q4
$491K Buy
2022
Q3
$317K Buy
2022
Q2
$289K Buy
2022
Q1
$298K Sell
2021
Q4
$2.35M Buy
2021
Q3
$252K Hold
2021
Q2
$287K Hold
2021
Q1
$296K Buy
2020
Q4
$224K Buy
2020
Q3
Sell
2020
Q2
$145K Sell
2020
Q1
$447K Sell
2019
Q4
$1.64M Sell
2019
Q3
$1.39M Buy