Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$280K Buy
2023
Q1
Sell
2022
Q4
$179K Hold
2022
Q3
$146K Buy
2022
Q2
Sell
2022
Q1
$233K Buy
2021
Q4
$114K Hold
2021
Q3
$99K Hold
2021
Q2
$96K Buy