Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$209K Buy
2024
Q4
Sell
2024
Q3
$223K Sell
2024
Q2
$307K Buy
2024
Q1
$290K Buy
2023
Q4
$322K Buy
2023
Q3
$300K Sell
2023
Q2
$358K Sell
2023
Q1
$352K Buy
2022
Q4
$349K Sell
2022
Q3
$350K Buy
2022
Q2
$253K Sell
2022
Q1
$355K Sell
2021
Q4
$405K Buy