Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$195K Buy
2023
Q2
Sell
2023
Q1
$99K Hold
2022
Q4
$94K Buy
2022
Q3
$73K Hold
2022
Q2
$80K Sell
2022
Q1
$117K Hold
2021
Q4
$139K Hold
2021
Q3
$131K Hold
2021
Q2
$121K Buy