Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$224K Buy
2022
Q3
Sell
2022
Q2
$254K Hold
2022
Q1
$254K Hold
2021
Q4
$257K Hold
2021
Q3
$223K Hold
2021
Q2
$232K Hold
2021
Q1
$208K Sell
2020
Q4
$215K Sell
2020
Q3
$296K Buy
2020
Q2
$240K Buy
2020
Q1
Sell
2019
Q4
$201K Buy
2014
Q3
Sell
2014
Q2
$203K Hold
2014
Q1
$203K Buy