Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$209K Buy
2024
Q4
Sell
2024
Q3
$256K Hold
2024
Q2
$248K Sell
2024
Q1
$311K Sell
2023
Q4
$308K Hold
2023
Q3
$308K Hold
2023
Q2
$254K Hold
2023
Q1
$277K Hold
2022
Q4
$301K Buy
2022
Q3
$12.4K Sell
2022
Q2
$215K Buy
2022
Q1
$13.3K Buy