Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$230K Buy
2024
Q4
Sell
2024
Q3
$202K Buy
2024
Q2
Sell
2024
Q1
$218K Hold
2023
Q4
$237K Hold
2023
Q3
$213K Buy