Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$401K Buy
2023
Q1
Sell
2022
Q4
$299K Sell
2022
Q3
$302K Sell
2022
Q2
$450K Buy
2022
Q1
$428K Buy
2021
Q4
$401K Buy
2021
Q3
$255K Hold
2021
Q2
$282K Hold
2021
Q1
$296K Sell
2020
Q4
$230K Buy
2016
Q4
Sell
2016
Q3
$162K Hold
2016
Q2
$131K Sell
2016
Q1
$132K Sell
2015
Q4
$146K Sell
2015
Q3
$316K Hold
2015
Q2
$370K Sell
2015
Q1
$391K Buy