Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$251K Buy
2023
Q3
Sell
2023
Q2
$437K Sell
2023
Q1
$440K Buy
2022
Q4
$415K Buy
2020
Q1
Sell
2019
Q4
$472K Buy