Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$452K Buy
2023
Q4
Sell
2023
Q3
$350K Sell
2023
Q2
$355K Sell
2023
Q1
$206K Buy
2022
Q4
$192K Buy
2022
Q3
$135K Buy
2022
Q2
$114K Hold
2022
Q1
$194K Buy
2021
Q4
$234K Sell
2021
Q3
$281K Hold
2021
Q2
$319K Hold
2021
Q1
$234K Hold
2020
Q4
$218K Hold
2020
Q3
$202K Hold
2020
Q2
$158K Hold
2020
Q1
$101K Buy