Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$225K Buy
2024
Q4
Sell
2024
Q3
$209K Hold
2024
Q2
$240K Hold
2024
Q1
$250K Hold
2023
Q4
$235K Hold
2023
Q3
$257K Hold
2023
Q2
$235K Hold
2023
Q1
$252K Hold
2022
Q4
$232K Buy
2020
Q1
Sell
2019
Q4
$230K Hold
2019
Q3
$231K Buy