Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$648K Buy
2025
Q4
$447K Hold
2025
Q3
$418K Hold
2025
Q2
$400K Hold
2025
Q1
$308K Buy
2021
Q2
Sell
2021
Q1
$94.2K Hold
2020
Q4
$94.8K Hold
2020
Q3
$81.4K Hold
2020
Q2
$82.8K Hold
2020
Q1
$80.7K Buy
2019
Q4
$52K Buy
2018
Q3
Sell
2018
Q2
$83K Buy