Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$17K Buy
2023
Q1
Sell
2022
Q4
$19K Hold
2022
Q3
$20K Sell
2022
Q2
$32K Buy
2022
Q1
$27K Hold
2021
Q4
$30K Hold
2021
Q3
$37K Hold
2021
Q2
$57K Hold
2021
Q1
$57K Sell
2020
Q4
$59K Hold
2020
Q3
$75K Hold
2020
Q2
$55K Hold
2020
Q1
$50K Buy