Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$376K Buy
2022
Q1
Sell
2021
Q4
$224K Buy
2021
Q3
Sell
2021
Q2
$261K Buy
2021
Q1
$215K Sell
2020
Q4
$201K Buy
2018
Q4
Sell
2018
Q3
$212K Sell
2018
Q2
$227K Buy
2018
Q1
$211K Sell
2017
Q4
$230K Buy
2017
Q3
$203K Buy