Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$208K Buy
2024
Q1
Sell
2023
Q4
$258K Buy
2022
Q2
Sell
2022
Q1
$212K Buy
2021
Q4
$214K Sell
2021
Q3
$523K Buy
2021
Q2
$383K Buy