Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.1M Buy
2020
Q3
Sell
2020
Q2
$383K Hold
2020
Q1
$283K Hold
2019
Q4
$350K Hold
2019
Q3
$314K Hold
2019
Q2
$233K Hold
2019
Q1
$235K Sell
2018
Q4
$195K Hold
2018
Q3
$221K Hold
2018
Q2
$223K Sell
2018
Q1
$254K Buy