Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$139K Buy
2024
Q3
Sell
2024
Q2
$389K Hold
2024
Q1
$432K Hold
2023
Q4
$408K Hold
2023
Q3
$350K Hold
2023
Q2
$390K Hold
2023
Q1
$356K Hold
2022
Q4
$368K Hold
2022
Q3
$293K Hold
2022
Q2
$308K Hold
2022
Q1
$305K Hold
2021
Q4
$277K Hold
2021
Q3
$283K Hold
2021
Q2
$291K Hold
2021
Q1
$277K Hold
2020
Q4
$314K Buy