Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$345K Buy
2024
Q2
Sell
2024
Q1
$243K Sell
2023
Q4
$223K Sell
2023
Q3
$283K Buy
2023
Q2
$264K Sell
2023
Q1
$413K Sell
2022
Q4
$398K Buy
2022
Q3
$351K Buy
2022
Q2
$341K Sell
2022
Q1
$418K Hold
2021
Q4
$386K Buy