Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$215K Buy
2024
Q4
Sell
2024
Q3
$326K Buy
2024
Q2
$379K Sell
2024
Q1
$370K Buy
2023
Q4
$264K Buy
2023
Q3
$200K Buy
2023
Q1
$224K Buy