Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$222K Buy
2020
Q2
Sell
2020
Q1
$437K Sell
2019
Q4
$550K Sell
2019
Q3
$569K Buy
2019
Q2
$582K Sell
2019
Q1
$567K Buy
2018
Q4
$249K Sell
2018
Q3
$322K Buy
2018
Q1
$6K Hold
2017
Q4
$5K Buy