Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$242K Buy
2025
Q1
Sell
2024
Q4
$311K Sell
2024
Q3
$321K Buy
2024
Q2
$366K Hold
2024
Q1
$303K Buy
2023
Q4
$201K Buy
2023
Q1
Sell
2022
Q4
$702K Hold
2022
Q3
$702K Buy
2022
Q2
$931K Buy
2022
Q1
$986K Buy
2021
Q4
$1.1M Buy
2021
Q3
$258K Buy