Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$166K Buy
2024
Q1
Sell
2023
Q4
$370K Buy
2022
Q4
Sell
2022
Q3
$204K Buy
2019
Q1
Sell
2018
Q4
$215K Sell
2018
Q3
$1.01M Buy