Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$241K Buy
2024
Q1
Sell
2023
Q4
$252K Buy
2023
Q3
Sell
2023
Q2
$204K Hold
2023
Q1
$205K Buy
2022
Q3
Sell
2022
Q2
$204K Sell
2022
Q1
$420K Sell
2021
Q4
$453K Buy
2021
Q3
$429K Hold
2021
Q2
$468K Buy
2021
Q1
$342K Sell
2020
Q4
$313K Sell
2020
Q3
$243K Sell
2020
Q2
$283K Buy
2020
Q1
$228K Buy