Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$212K Buy
2023
Q1
Sell
2022
Q4
$20K Hold
2022
Q3
$20K Sell
2022
Q2
$151K Buy
2022
Q1
$200K Sell
2021
Q4
$336K Buy
2021
Q3
$339K Hold
2021
Q2
$357K Hold
2021
Q1
$407K Buy