Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$256K Buy
2024
Q2
Sell
2024
Q1
$762K Buy
2023
Q4
$733K Sell
2023
Q3
$719K Buy
2021
Q4
Sell
2021
Q3
$251K Buy
2021
Q2
$249K Buy