Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$219K Buy
2023
Q4
Sell
2023
Q3
$210K Hold
2023
Q2
$201K Hold
2023
Q1
$251K Hold
2022
Q4
$248K Hold
2022
Q3
$283K Hold
2022
Q2
$271K Hold
2022
Q1
$354K Hold
2021
Q4
$256K Hold
2021
Q3
$220K Buy
2021
Q2
Hold
2018
Q4
Sell
2018
Q3
$208K Buy