Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$107K Buy
2024
Q1
Sell
2023
Q4
$149K Buy
2023
Q3
$151K Sell
2023
Q2
$200K Buy
2023
Q1
$167K Buy
2022
Q4
$154K Sell
2022
Q3
$151K Buy
2022
Q2
$150K Buy
2022
Q1
$227K Sell
2021
Q4
$286K Sell
2021
Q3
$200K Hold
2021
Q2
$210K Buy
2021
Q1
$167K Sell
2020
Q4
$126K Hold
2020
Q3
$95K Sell
2020
Q2
$87K Sell
2020
Q1
$88K Buy
2019
Q4
$169K Buy