Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$226K Buy
2024
Q4
Sell
2024
Q3
$231K Buy
2023
Q1
Sell
2022
Q4
$2K Sell
2022
Q3
$15K Sell
2022
Q2
$229K Buy
2020
Q3
Sell
2020
Q2
$0 Buy
2019
Q4
Sell
2019
Q3
$239K Sell
2019
Q2
$292K Buy
2019
Q1
$29K Buy
2017
Q3
Sell
2017
Q2
$41K Buy