Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.9K Buy
2023
Q4
Sell
2023
Q3
$165K Buy
2023
Q2
$201K Buy
2023
Q1
$167K Buy
2022
Q4
$153K Sell
2022
Q3
$158K Buy
2022
Q2
$220K Hold
2022
Q1
$220K Buy
2021
Q4
$201K Buy
2020
Q2
Sell
2020
Q1
$54K Buy