Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$499K Buy
2024
Q3
Sell
2024
Q2
$361K Buy
2023
Q1
Sell
2022
Q4
$101K Buy
2022
Q3
Sell
2022
Q2
$39K Buy
2021
Q1
Hold
2020
Q4
Hold