Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$698K Buy
2024
Q3
Sell
2024
Q2
$193K Sell
2024
Q1
$687K Buy
2023
Q4
$449K Buy
2022
Q3
Hold
2022
Q2
Sell
2022
Q1
$897K Buy