Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$203K Buy
2025
Q1
$296K Buy
2024
Q4
$171K Sell
2024
Q3
$231K Buy
2024
Q2
$198K Buy
2024
Q1
$99.3K Buy
2023
Q4
Sell
2023
Q3
$99K Buy
2021
Q4
Sell
2021
Q3
$134K Sell
2021
Q2
$141K Buy
2021
Q1
$138K Sell
2020
Q4
$161K Sell
2020
Q3
$153K Buy