Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$219K Buy
2024
Q4
Sell
2024
Q3
$230K Sell
2024
Q2
$869K Sell
2024
Q1
$821K Hold
2023
Q4
$805K Hold
2023
Q3
$788K Hold
2023
Q2
$739K Hold
2023
Q1
$704K Buy
2022
Q4
$632K Sell
2022
Q3
$590K Sell
2022
Q2
$657K Buy
2022
Q1
$553K Buy