Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$324K Buy
2024
Q3
Sell
2024
Q2
$246K Hold
2024
Q1
$248K Hold
2023
Q4
$226K Hold
2023
Q3
$247K Hold
2023
Q2
$208K Hold
2023
Q1
$215K Hold
2022
Q4
$223K Buy