Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$369K Buy
2025
Q1
Sell
2024
Q4
$301K Sell
2024
Q3
$388K Buy
2024
Q2
$309K Sell
2024
Q1
$395K Buy
2023
Q4
$271K Buy