Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$468K Buy
2021
Q1
Sell
2020
Q4
$262K Sell
2020
Q3
$367K Hold
2020
Q2
$344K Sell
2020
Q1
$445K Buy
2019
Q4
$473K Buy
2019
Q3
$398K Hold
2019
Q2
$485K Hold
2019
Q1
$368K Hold
2018
Q4
$287K Hold
2018
Q3
$477K Buy