Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$150K Buy
2025
Q2
Sell
2025
Q1
$787K Buy
2023
Q4
Sell
2023
Q3
$9K Buy
2022
Q4
$241K Buy
2022
Q3
Sell
2022
Q2
$56K Buy
2021
Q1
Sell
2020
Q4
$350K Buy
2020
Q1
Sell
2019
Q4
$4K Sell
2019
Q3
$574K Sell
2019
Q2
$1.1M Buy