Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$263K Buy
2024
Q3
Hold
2024
Q2
Hold
2024
Q1
Sell
2023
Q4
$547K Hold
2023
Q3
$468K Sell
2023
Q2
$1.01M Sell
2023
Q1
$1.15M Buy