Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$203K Buy
2024
Q1
Sell
2023
Q4
$294K Hold
2023
Q3
$229K Sell
2023
Q2
$300K Buy
2023
Q1
$265K Hold
2022
Q4
$213K Hold
2022
Q3
$162K Hold
2022
Q2
$185K Hold
2022
Q1
$260K Hold
2021
Q4
$310K Buy
2021
Q2
Sell
2021
Q1
$54K Hold
2020
Q4
$43K Buy