Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$227K Buy
2025
Q1
Sell
2024
Q4
$240K Sell
2024
Q3
$271K Sell
2024
Q2
$276K Buy
2024
Q1
$283K Buy
2023
Q4
$301K Sell
2023
Q3
$310K Buy
2023
Q2
$278K Buy
2023
Q1
$208K Buy
2022
Q4
$211K Buy
2020
Q1
Sell
2019
Q4
$294K Buy
2019
Q3
$286K Buy
2019
Q2
$303K Sell
2019
Q1
$575K Buy
2018
Q4
$466K Buy
2018
Q3
$550K Buy