Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$216K Buy
2025
Q1
Sell
2024
Q4
$204K Sell
2024
Q3
$228K Buy
2024
Q2
$218K Hold
2024
Q1
$217K Hold
2023
Q4
$225K Hold
2023
Q3
$259K Buy