Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$263K Buy
2023
Q1
Sell
2022
Q4
$345K Hold
2022
Q3
$287K Hold
2022
Q2
$327K Sell
2022
Q1
$347K Hold
2021
Q4
$290K Buy
2021
Q3
$142K Hold
2021
Q2
$148K Hold
2021
Q1
$142K Buy