Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$229K Buy
2023
Q1
Sell
2022
Q4
$338K Sell
2022
Q3
$305K Buy
2022
Q2
$304K Buy
2022
Q1
$314K Sell
2021
Q4
$320K Sell
2021
Q3
$348K Sell
2021
Q2
$362K Buy
2021
Q1
$252K Sell
2020
Q4
$259K Sell
2020
Q3
$210K Sell
2020
Q2
$275K Buy