Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$174K Buy
2023
Q3
Sell
2023
Q2
$201K Buy
2023
Q1
$218K Sell
2022
Q4
$264K Sell
2022
Q3
$212K Hold
2022
Q2
$209K Buy
2022
Q1
$220K Buy
2021
Q2
Sell
2021
Q1
$246K Buy
2020
Q4
$213K Buy
2016
Q3
Sell
2016
Q2
$36K Sell
2016
Q1
$42K Buy