Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$206K Buy
2023
Q1
Hold
2022
Q4
Hold
2022
Q3
Hold
2022
Q2
Hold
2022
Q1
Sell
2021
Q4
$1.72M Sell
2021
Q3
$3.74M Buy
2021
Q2
$5.18M Sell
2021
Q1
$3.82M Buy
2020
Q4
$2.31M Sell
2020
Q3
$2.4M Sell
2020
Q2
$1.69M Buy
2020
Q1
$129K Buy
2019
Q4
Hold
2019
Q3
Hold