Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$222K Buy
2024
Q1
Sell
2023
Q4
$409K Sell
2023
Q3
$352K Sell
2023
Q2
$278K Buy
2022
Q4
Sell
2022
Q3
$292 Buy
2022
Q2
$314K Buy
2022
Q1
$447K Sell
2021
Q4
$569K Sell
2021
Q3
$783K Buy
2021
Q2
$430K Buy
2019
Q1
Sell
2018
Q4
$2K Buy
2018
Q1
$3K Hold
2017
Q4
$2K Buy