Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$524K Hold
2025
Q4
$863K Buy
2022
Q4
Sell
2022
Q3
$271K Hold
2022
Q2
$319K Hold
2022
Q1
$358K Sell
2021
Q4
$709K Hold
2021
Q3
$600K Hold
2021
Q2
$473K Hold
2021
Q1
$450K Buy
2020
Q4
$319K Hold
2020
Q3
$313K Hold
2020
Q2
$276K Sell
2020
Q1
$316K Sell
2019
Q4
$614K Buy
2019
Q3
$479K Hold
2019
Q2
$501K Hold
2019
Q1
$444K Buy
2018
Q4
$382K Buy