Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$208K Buy
2023
Q3
Sell
2023
Q2
$273K Sell
2023
Q1
$335K Hold
2022
Q4
$338K Sell
2022
Q3
$313K Buy
2022
Q2
$362K Hold
2022
Q1
$416K Sell
2021
Q4
$529K Buy
2021
Q3
$518K Buy
2021
Q2
$349K Buy
2021
Q1
$332 Buy
2020
Q4
$212K Buy