Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$217K Buy
2024
Q2
Sell
2024
Q1
$200K Sell
2023
Q4
$206K Sell
2023
Q3
$256K Sell
2023
Q2
$237K Buy
2023
Q1
$251K Hold
2022
Q4
$231K Buy