Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$274K Buy
2024
Q4
Sell
2024
Q3
$382K Buy
2022
Q2
Sell
2022
Q1
$387K Buy
2021
Q4
$250K Buy
2021
Q3
$246K Sell
2021
Q2
$351K Buy
2020
Q1
Sell
2019
Q4
$272K Sell
2019
Q3
$636K Buy