Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$248K Buy
2024
Q1
Sell
2023
Q4
$326K Sell
2023
Q3
$323K Buy
2023
Q2
$218K Sell
2023
Q1
$178K Buy
2022
Q4
$169K Buy
2022
Q2
Sell
2022
Q1
$245K Sell
2021
Q4
$277K Buy
2021
Q3
$281K Buy
2021
Q2
$261K Hold
2021
Q1
$226K Sell
2020
Q4
$1.89M Buy
2020
Q3
$313K Hold
2020
Q2
$315K Sell
2020
Q1
$746K Buy