Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$320K Buy
2023
Q2
Sell
2023
Q1
$518K Sell
2022
Q4
$500K Sell
2022
Q3
$849K Sell
2022
Q2
$1.3M Buy
2022
Q1
$1.68M Buy