Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$210K Buy
2021
Q4
Sell
2021
Q3
$301K Sell
2021
Q2
$333K Buy
2021
Q1
$234K Sell
2020
Q4
$272K Buy
2020
Q3
$213K Buy
2020
Q2
$237K Buy