Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$665K Buy
2023
Q1
Sell
2022
Q4
$263K Hold
2022
Q3
$225K Sell
2022
Q2
$232K Sell
2022
Q1
$270K Hold
2021
Q4
$344K Hold
2021
Q3
$378K Buy
2021
Q1
$402K Buy
2020
Q4
$236K Buy
2020
Q3
Sell
2020
Q2
$221K Buy
2020
Q1
Sell
2019
Q4
$222K Buy