Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$163K Buy
2025
Q1
Sell
2024
Q4
$120K Hold
2024
Q3
$149K Hold
2024
Q2
$144K Buy
2024
Q1
$121K Hold
2023
Q4
$122K Hold
2023
Q3
$114K Hold
2023
Q2
$94.4K Hold
2023
Q1
$103K Hold
2022
Q4
$112K Buy