Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$485 Buy
2025
Q1
Sell
2024
Q4
$775K Hold
2024
Q3
$779K Sell
2024
Q2
$614K Hold
2024
Q1
$678K Hold
2023
Q4
$581K Hold
2023
Q3
$498K Hold
2023
Q2
$475K Hold
2023
Q1
$465K Hold
2022
Q4
$500K Hold
2022
Q3
$422K Hold
2022
Q2
$468K Hold
2022
Q1
$494K Hold
2021
Q4
$474K Sell
2021
Q3
$493K Buy
2021
Q1
Sell
2020
Q4
$6K Buy