Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$108K Buy
2022
Q1
Sell
2021
Q4
$40K Sell
2021
Q3
$46K Hold
2021
Q2
$52K Sell
2021
Q1
$554K Hold
2020
Q4
$502K Buy