Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$122K Buy
2023
Q3
Sell
2023
Q2
$187K Sell
2023
Q1
$237K Sell
2022
Q4
$246K Sell
2022
Q3
$223K Sell
2022
Q2
$322K Sell
2022
Q1
$345K Buy
2021
Q4
$356K Sell
2021
Q3
$398K Sell
2021
Q2
$465K Sell
2021
Q1
$498K Buy
2020
Q4
$467K Buy
2020
Q3
$445K Buy
2020
Q2
$470K Sell
2020
Q1
$486K Sell
2019
Q4
$703K Buy