Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$263K Buy
2024
Q4
Sell
2024
Q3
$478K Sell
2024
Q2
$513K Buy
2024
Q1
$555K Sell
2023
Q4
$926K Buy
2023
Q3
$373K Buy