Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$237K Buy
2025
Q1
Sell
2024
Q4
$285K Hold
2024
Q3
$300K Hold
2024
Q2
$328K Hold
2024
Q1
$305K Hold
2023
Q4
$299K Hold
2023
Q3
$293K Hold
2023
Q2
$275K Hold
2023
Q1
$262K Hold
2022
Q4
$259K Sell
2022
Q3
$284K Hold
2022
Q2
$298K Hold
2022
Q1
$313K Buy