Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$126K Buy
2024
Q1
Sell
2023
Q4
$144K Sell
2023
Q3
$138K Hold
2023
Q2
$150K Hold
2023
Q1
$179K Hold
2022
Q4
$216K Buy
2022
Q3
$233K Buy
2022
Q2
$340K Buy
2022
Q1
$300K Buy
2021
Q4
$302K Sell
2021
Q3
$329K Sell
2021
Q2
$458K Sell
2021
Q1
$476K Sell
2020
Q4
$520K Sell
2020
Q3
$465K Sell
2020
Q2
$424K Sell
2020
Q1
$379K Buy
2019
Q4
$566K Buy