Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$588K Buy
2024
Q3
Sell
2024
Q2
$424K Buy
2024
Q1
Hold
2023
Q4
Hold
2023
Q3
Sell
2023
Q2
$548K Buy
2023
Q1
Sell
2022
Q4
$221K Buy