Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$235K Buy
2023
Q2
Sell
2023
Q1
$68K Buy
2018
Q4
Sell
2018
Q3
$535K Buy
2018
Q2
$313K Buy
2017
Q4
Sell
2017
Q3
$333K Buy