Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$240K Buy
2023
Q2
Sell
2023
Q1
$420K Hold
2022
Q4
$413K Sell
2022
Q3
$364K Sell
2022
Q2
$404K Buy
2022
Q1
$395K Sell
2021
Q4
$449K Sell
2021
Q3
$452K Sell
2021
Q2
$548K Buy
2021
Q1
$369K Sell
2020
Q4
$419K Buy
2020
Q3
$272K Sell
2020
Q2
$296K Buy