Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$387K Buy
2024
Q1
Sell
2023
Q4
$329K Buy
2022
Q2
Sell
2022
Q1
$223K Buy
2021
Q2
Sell
2021
Q1
$526K Sell
2020
Q4
$1.45M Buy
2020
Q3
$1.15M Buy
2020
Q2
$661K Buy