Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$238K Buy
2024
Q3
Sell
2024
Q2
$238K Buy
2024
Q1
$240K Buy
2023
Q2
Sell
2023
Q1
$290K Sell
2022
Q4
$289K Buy
2022
Q3
$91K Buy
2022
Q2
$45K Buy
2021
Q2
Sell
2021
Q1
$33K Sell
2020
Q4
$79K Buy
2020
Q3
$32K Hold
2020
Q2
$25K Hold
2020
Q1
$21K Hold
2019
Q4
$28K Buy