Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$382K Buy
2021
Q4
Sell
2021
Q3
$935K Buy
2020
Q1
Sell
2019
Q4
$223K Sell
2019
Q3
$217K Sell
2019
Q2
$270K Buy