Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$168K Buy
2024
Q2
Sell
2024
Q1
$182K Hold
2023
Q4
$122K Hold
2023
Q3
$110K Buy
2022
Q4
Sell
2022
Q3
$286K Hold
2022
Q2
$387K Buy
2018
Q4
Sell
2018
Q3
$519K Buy