Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$605K Buy
2024
Q3
Sell
2024
Q2
$404K Hold
2024
Q1
$416K Sell
2023
Q4
$789K Hold
2023
Q3
$741K Buy
2023
Q2
$385K Buy
2023
Q1
$239K Sell
2022
Q4
$485K Buy