Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$161K Hold
2025
Q4
$176K Hold
2025
Q3
$175K Hold
2025
Q2
$170K Hold
2025
Q1
$138K Sell
2024
Q4
$287K Buy
2024
Q3
$123K Buy
2024
Q1
Sell
2023
Q4
$211K Buy