Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$225K Buy
2025
Q1
Sell
2024
Q4
$158K Buy
2024
Q1
Sell
2023
Q4
$377K Buy
2023
Q3
$339K Sell
2023
Q2
$277K Sell
2023
Q1
$214K Hold
2022
Q4
$214K Buy
2022
Q3
$182K Buy
2022
Q2
$246K Buy
2022
Q1
$267K Hold
2021
Q4
$299K Sell
2021
Q3
$428K Hold
2021
Q2
$410K Hold
2021
Q1
$363K Sell
2020
Q4
$316K Buy