Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$209K Buy
2022
Q2
Sell
2022
Q1
$273K Hold
2021
Q4
$260K Buy
2021
Q3
Sell
2021
Q2
$279K Hold
2021
Q1
$283K Sell
2020
Q4
$627K Buy