Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$209K Buy
2021
Q1
Sell
2020
Q4
$283K Sell
2020
Q3
$259K Buy
2020
Q2
$256K Sell
2020
Q1
$289K Buy
2019
Q4
$407K Sell
2019
Q3
$431K Sell
2019
Q2
$453K Buy
2019
Q1
$394K Buy
2018
Q4
$252K Sell
2018
Q3
$314K Buy
2018
Q2
$286K Buy
2018
Q1
$263K Sell
2017
Q4
$251K Buy