Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$206K Buy
2022
Q2
Sell
2022
Q1
$511K Buy
2021
Q4
$535K Sell
2021
Q3
$511K Buy
2021
Q2
$519K Buy
2021
Q1
$485K Sell
2020
Q4
$504K Buy