Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$204K Buy
2021
Q4
Sell
2021
Q3
$542K Sell
2021
Q2
$492K Buy
2021
Q1
$490K Buy
2014
Q3
Sell
2014
Q2
$228K Buy