Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$354K Buy
2023
Q1
Sell
2022
Q4
$172K Buy
2022
Q3
$118K Sell
2022
Q2
$144K Sell
2022
Q1
$158K Sell
2021
Q4
$232K Sell
2021
Q3
$259K Sell
2021
Q2
$241K Buy
2021
Q1
$222K Buy