Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$300K Buy
2023
Q2
Sell
2023
Q1
$157K Hold
2022
Q4
$150K Hold
2022
Q3
$107K Hold
2022
Q2
$90K Hold
2022
Q1
$154K Sell
2021
Q4
$311K Buy
2021
Q3
$234K Buy