Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$307K Buy
2021
Q2
Sell
2021
Q1
$831K Buy
2020
Q4
$812K Buy
2020
Q3
$651K Sell
2020
Q2
$665K Buy
2020
Q1
$418K Buy
2019
Q3
Sell
2019
Q2
$267K Sell
2019
Q1
$456K Buy
2018
Q4
Sell
2018
Q3
$230K Hold
2018
Q2
$231K Hold
2018
Q1
$225K Hold
2017
Q4
$219K Buy
2017
Q3
Sell
2017
Q2
$203K Buy
2017
Q1
$208K Buy