Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$292K Buy
2025
Q1
Sell
2024
Q4
$228K Buy
2022
Q2
Sell
2022
Q1
$344K Sell
2021
Q4
$743K Buy
2021
Q3
$845K Buy
2021
Q2
$945K Buy
2021
Q1
$705K Sell
2020
Q4
$1.27M Sell
2020
Q3
$1.3M Buy
2020
Q2
$1.08M Buy
2020
Q1
$335K Sell
2019
Q4
$707K Buy