Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$255K Buy
2024
Q2
Sell
2024
Q1
$157K Sell
2023
Q4
$169K Buy
2023
Q3
$126K Hold
2023
Q2
$137K Hold
2023
Q1
$157K Sell
2022
Q4
$166K Sell
2022
Q3
$172K Hold
2022
Q2
$199K Hold
2022
Q1
$182K Hold
2021
Q4
$192K Sell
2021
Q3
$187K Buy