Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$31K Buy
2024
Q2
Sell
2024
Q1
$33K Hold
2023
Q4
$33K Hold
2023
Q3
$26K Sell
2023
Q2
$60K Sell
2023
Q1
$48K Hold
2022
Q4
$44K Hold
2022
Q3
$26K Hold
2022
Q2
$50K Buy
2020
Q2
Sell
2020
Q1
$165K Sell
2019
Q4
$1.25M Hold
2019
Q3
$1.03M Hold
2019
Q2
$1.48M Buy
2019
Q1
$1.04M Buy
2015
Q1
Sell
2014
Q4
$486K Buy