Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$202K Buy
2020
Q1
Sell
2019
Q4
$238K Buy
2019
Q3
$240K Sell
2019
Q2
$297K Buy
2019
Q1
$308K Sell
2018
Q4
$265K Sell
2018
Q3
$320K Sell
2018
Q2
$316K Buy