Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$275K Buy
2024
Q2
Sell
2024
Q1
$209K Hold
2023
Q4
$208K Sell
2023
Q3
$222K Buy
2023
Q2
$259K Sell
2023
Q1
$261K Buy