Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15K Buy
2023
Q1
Sell
2022
Q4
$189K Buy
2020
Q3
$123K Hold
2020
Q2
$121K Hold
2020
Q1
$115K Sell
2019
Q4
$231K Buy