Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$845K Buy
2023
Q4
Hold
2023
Q3
Hold
2022
Q1
Sell
2021
Q4
$15K Buy
2018
Q3
Sell
2018
Q2
$20K Buy
2018
Q1
$12K Buy